New Programs Ready to Launch

I have been busy developing new topics for speaking and workshops, and they are finally ready.  They are all topics I have worked with at length and am excited to have them ready for this new format!!


1.  Creative Retirement

Too often in life we work hard to find enough money, but spend very little time playing with the idea that we may not need the money to make it happen.  I have seen some amazing results by shifting from “How can I afford this?” to “How can I make this happen?”  Creative solutions to normal problems not only make life more fun, they also allow you to spend more time, energy on the things that matter to you.  (This topic comes with lots of fun real life examples).


2.  Automate and simplify your cash flow

Budgeting is built as an on going effort that for too many fails.  I believe that your money should work by default, not through long spreadsheets.  I believe your life, once set up should be automatic as it moves you closer to the life that fits best with you

This program will discuss;

Creating a life that speaks to you.

Automating your money, so it keeps working even when you aren’t watching.

Solutions to the common “unfair” spending with couples


  3.  Tackling your debt and taking your life back

Debt can be a useful tool, however it can also quickly get out of control.  Here we discuss organizing your debt so you can tackle it in the most effective manor, different alternatives to debt repayment and how to stay free of the debt trap once you arrive.


4.  Aligning you money to create an amazing life

A theme in all my work is creating a financial foundation that allows you to live an amazing life.  This topic focuses on the power this has in your life and simple tools anyone can use to create a life that speaks to who they are.

Why Review Your Insurance?

Too often reviewing your current insurance coverage is left too long, so why is it important?  Often in reviewing a new client’s existing coverage we discover cost savings, errors and that the coverage no longer fits their situation.  I have included a few examples below.

  1. On Life insurance it is important to make sure you beneficiary is correct, and the name is right.  Often the name changes due to marriage and the policies are never updated.
  2. Is a term about to increase?  It is common to see a term insurance policy (Critical Illness or Life) that has renewed and is now costing more than the client needs to pay.  Know when your term is due and look into changing the term 2 years before it is due.
  3. How many policies do you have?  Often people have a life insurance policy, a policy at the bank and insurance on the credit card.  Often the policies at the bank and credit cards are expensive and not always to be trusted (read the fine print). Many times people do not even realize they are paying monthly for insurance on the credit card.  Reviewing to make sure you had a policy that fits you is important.
  4. Does your insurance still make sense for your current situation?  Life changes fast.

These are only a couple of the things that should be reviewed on an annual basis.  Being proactive with your finances is important, if you are not you will be?

This blog is referring to life insurance, Critical illness insurance, Disability insurance and long term care insurance.