1) Limiting Beliefs Like sex, money has culturally been a taboo topic. It was uncouth to discuss finances in any social arena, even within the family structure. We are a society attempting to be financially successful while operating without education…
2) Not knowing your numbers Faced with making a financial decision which would you prefer; complete and accurate financial statements or a dart board, a wish and a prayer? When faced with making a financial decision which would you prefer;…
3) Lack of Systems I recently spent a couple hours with a client opening, sorting and organizing mail that had accumulated over the past year. She had so much anxiety about just opening the mail that it was easier to…
4) Not understanding money principles and terminology If you decided your goal is to sail around the world yet knew very little about sailing how successful do you think you would be? This seems like a no brainer question, right?…
5) Connecting Self Worth to bank balances Show me your Income Statement and Balance Sheet and I wager I can get a fairly good idea about how you perceive your own self worth. While financial statements are NOT indicators of…