MINDFUL MONEY PRACTICE: BUILD A BALANCE SHEET

MINDFUL MONEY PRACTICE: BUILD A BALANCE SHEET

Knowing how your finances add up is imperative if you want to create an effective savings plan. Even if you’ve never heard the terms balance sheet, this financial power tool is easy to learn and start using right now. To make a rudimentary balance sheet, draw a line...
MINDFUL MONEY PRACTICE: GENEROSITY

MINDFUL MONEY PRACTICE: GENEROSITY

At my firm, we encourage team members to keep an eye out for opportunities to perform simple, meaningful, random acts of generosity for clients and colleagues. Those acts have ranged from forwarding articles that a client might find interesting to chipping in as a...
MINDFUL MONEY PRACTICE: WALK THE TALK

MINDFUL MONEY PRACTICE: WALK THE TALK

I call this practice “Walk the Talk” because it’s designed to propel you from thought to action in four deliberate baby steps. On a sheet of paper, create four columns, and label them after each of the ABCs of Accountability: Desires & Values Goals Actions...
MINDFUL MONEY PRACTICE: PUT YOUR MONEY WHERE YOUR MEANING IS

MINDFUL MONEY PRACTICE: PUT YOUR MONEY WHERE YOUR MEANING IS

Before you can put your money where your meaning is, you must determine your higher calling and clarify who and what matters most to you. The answer to those questions may shift over time, so use today as your starting point for an exercise you may want to revisit...
MINDFUL MONEY PRACTICE: USE MONEY TO IMPROVE YOUR RELATIONSHIPS!

MINDFUL MONEY PRACTICE: USE MONEY TO IMPROVE YOUR RELATIONSHIPS!

Money touches every aspect of our lives. Although relationships aren’t about money, our relationships often affect our finances, and vice versa. We want to be conscious of these connections when making a financial plan. This is another three-column exercise. At the...
MINDFUL MONEY PRACTICE: ENGAGEMENT

MINDFUL MONEY PRACTICE: ENGAGEMENT

Remember kindergarten? The structure and rigid routine provided a well-defined framework for engagement that stimulated your curiosity and developed your competence. Now you’re old enough to design your own engagement plan tailored to your specific interests. The...
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