A Money Maker Mindset

A Money Maker Mindset Real people deserve expert financial advice - without sales, pressure, or judgement. Let's create a plan that works for YOU.

Ever wonder why you know what to do with your money, but don't do it? 🤔 I'm a Certified Financial Planner and Certified Financial Behaviour Specialist who can help! I offer advice-only financial planning with a focus on building good money habits.

Two solid incomes and still feeling like you're treading water is more common than you'd think. Usually it's not an inco...
08/22/2026

Two solid incomes and still feeling like you're treading water is more common than you'd think. Usually it's not an income problem, it's a plan problem and I can help with that.

If you're feeling stuck and want to have an honest judgment free converstation, comment CONNECT and let's find out what's actually going on with your numbers.

Someone hands you paperwork after a loss or divorce and expects a signature.Before you do: ask what it actually does, as...
08/18/2026

Someone hands you paperwork after a loss or divorce and expects a signature.

Before you do: ask what it actually does, ask what happens if you wait, and ask who benefits from you signing today. Slowing down protects you.

Comment CLARITY if you want a second set of eyes on anything you've been asked to sign.

08/13/2026

There's a number that gets thrown around online for "how much you should have saved by 40", and it's rarely the right number for your actual life. Your target depends on your goals, your expenses, and your timeline, not someone else's formula.

Comment TRACK and let's find your real number.

08/12/2026

Thank you universe!!

Financial advisor. Financial planner. Investment advisor. Money coach.No wonder people get overwhelmed before they even ...
08/12/2026

Financial advisor. Financial planner. Investment advisor. Money coach.

No wonder people get overwhelmed before they even start.

Here's the simple version: a financial advisor generally advises on financial matters. A financial planner looks at your whole financial life and builds one coordinated plan.

But titles only tell you so much. Some advisors sell products. Some planners don't. Some do both.

What actually matters is asking the right questions before you hire anyone — what they focus on, how they're paid, and whether the plan will reflect your real life or just your numbers.

Not sure where to start? The blog has the full breakdown, plus the exact questions to ask! Read it here: https://www.amoneymakermindset.com/blog/what-s-the-difference-between-a-financial-advisor-and-a-financial-planner

The new school year is creeping up, and so are the costs. Tuition, supplies, activities. It can all add up fast. And fig...
08/06/2026

The new school year is creeping up, and so are the costs. Tuition, supplies, activities. It can all add up fast.

And figuring out how much to save for future education expenses is not a simple task. It's easy to either over-save (at the expense of your own retirement) or under-save (and stress later). There's a balance point, and it's different for every family.

Comment CONNECT and let's find yours.

"I feel like I should know more about money than I do."I hear this ALL the time. And it's usually followed by: "I just d...
07/31/2026

"I feel like I should know more about money than I do."

I hear this ALL the time. And it's usually followed by: "I just don't want to ask because I'll look stupid."

Here's what I want you to know:

Nobody is born knowing this stuff. Financial knowledge isn't innate, it's learned. And most of us were never taught it.

There's no judgment here. Ever.

If you've been holding off on getting financial help because you're embarrassed about where you're at, please know: you're in good company, and that embarrassment is the only thing standing between you and clarity.

Saving for your kids' future. Watching your parents' retirement savings run thinner than expected. Trying to build your ...
07/29/2026

Saving for your kids' future. Watching your parents' retirement savings run thinner than expected. Trying to build your own future in between.

If you're feeling squeezed from both sides, you are not alone, and there is a way to plan for all three. Comment CONNECT and let's map it out.

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