“I’ve become super comfortable talking about all that life throws at us around money and what problems or solutions it can deliver. The more I talk about, it the more comfortable I’ve become around it. I’ve realized what an emotional thing it is, and it can make people make really irrational and cause them to make poor decisions, so it’s critical to listen to clients to understand the real concern, fear, hope, joy or desire, then be objective and discuss how money is a tool that can be utilized. Sometimes it's not just money that can solve the problem so thinking through multiple solutions can help. The more you step away from the emotions, assess all your options and put plan a, b and c into place, the more you can think logically and make good long-term decisions.”

“Growing up, I didn’t have much of a relationship with money, and it definitely wasn’t talked about in our home. Early in my career, I feared every aspect of money and having “wealth” seemed foreign and, quite frankly, an impossible task. Fast forward two decades and I’ve learned that money and wealth are two different things. My relationship with money has changed from a very unhealthy perspective where it controlled my every thought to having freedom by making intentional financial decisions that benefit short-term and long-term goals. Our true “well-th” is not measured by our balance sheets, it is measured by the moments and things that money cannot buy.”

“When I was just starting out in my career, I had pretty limited expectations of what money can do. It either fulfilled a short-term tangible purpose or was locked away for some future need. As I’ve become more intentional about defining personal and professional goals, I now think of financial resources as a tool that can help enable those goals.”