Case Study: One Person’s Financial Journey

Visit the full post to hear the Podcast! Let's together run through a scenario to see how we can take someone through the Financial Stages.  We'll call her Jane.  Let's assume I met with Jane because she was feeling like she just can't get ahead with Denver's high cost of living.  She is 30 years …

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Financial Stage 2: Stabilizing

Are you in Financial Stage 2: Stabilizing? You are at Financial Stage 2, Stabilizing, once you have calculated your personal net worth, developed your financial plan and budget, and you are working on a positive money mindset.  You will remain in this stage until you have achieved a few more financial milestones.  Financial stability is …

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Generosity Series: Part 2 – Budgeting for Holiday Gift Giving

Surprise, it's that time of year again!  Time to start thinking through giving gifts for the holidays.  Holiday gift giving can be a real budget killer.  Let's face it, it's really easy to overspend to show others you love them by giving them gifts.  In today's world of larger, more extended family units it can …

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