Proud Mama Moment 3 Tips to Pass Your Values on to Your Children

Proud Mama Moment
3 Tips to Pass Your Values on to Your Children
This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) towards making a positive difference in the world, the greater our own experience of thriving. Gettin...
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Raising Empowered rather than Entitled Children: 5 Keys to Talking to Your Kids about Money & Wealth

Raising Empowered rather than Entitled Children: 5 Keys to Talking to Your Kids about Money & Wealth
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents up at night:​"Living in a wealthy community, how do I protect my kids from entitlement, and the peer...
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Lower Your Expectations! 3 Easy Steps to Accomplish Your New Year’s Resolutions

Lower Your Expectations!
3 Easy Steps to Accomplish Your New Year’s Resolutions
Happy New Year! If you are like 92% of us, every December you make New Year's resolutions and by March (at the latest) they are already broken. This year, resolve to accomplish your goals by lowering your expectations. These 3 easy steps will help you accomplish any goals you set for yourself (no matter when).Step #1: Understand How Change Really W...
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The Secret to Having a Healthy Marriage: Know How to Talk about Money

The Secret to Having a Healthy Marriage: Know How to Talk about Money
To kick off Women's Money Week 2017, #wmweek17, this article is dedicated to money in relationships.For those of you who are excitedly and intentionally planning your 2017 wedding, I invite you to consider investing in the health and longevity of your MARRIAGE in the best way possible. How? By knowing how to talk about the most taboo subject in rel...
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When it Comes to Money, Know Who is Driving: Your Money Types will Assist or Derail Financial Conversations

When it Comes to Money, Know Who is Driving: Your Money Types will Assist or Derail Financial Conversations
"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The attorney and Bob are talking about possible structures to use to avoid taxes and protect his key concerns as they relate to his children and begin...
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Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

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This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...