Tag Archives: financial goals

Monarch Money is one of the best tools to get your finances organized, but it only works if you know how to use it. In this beginner’s guide, I’ll walk you through linking your accounts, creating simple categories, setting your first budget and goals, and building a weekly check-in routine. With a few small steps, you’ll turn Monarch into a system that actually supports your real-life money goals.

Monarch Money is one of the best budgeting apps out there — clean design, strong automation, and customizable goals. But getting it set up just right? That can be frustrating. 😩 As a former product manager at Personal Capital and now a full-time financial coach, I’ve helped hundreds of people personalize their money apps toContinueContinue reading “Stuck Setting Up Monarch Money? Here’s How to Fix the 5 Most Common Problems”

When people first meet me, they often ask how I ended up as a financial coach. The truth is, my journey started behind the scenes. I spent years building and improving personal finance apps like Personal Capital (now called Empower). These are the tools millions of people use every day to track their spending, savings,ContinueContinue reading “I Built the Money Apps… Now I Coach on How to Use Them in Real Life.”

Let’s be honest—sticking to a budget isn’t always fun. It can feel restrictive, boring, or just plain frustrating. But there’s one simple mindset shift that can turn budgeting from a chore into a powerful, motivating habit: having a clear goal. Whether you’re saving for a vacation, paying off debt, or building up an emergency fund,ContinueContinue reading “How a Clear Goal Can Help Keep Your Budget on Track”

Let’s face it—money slip-ups happen to all of us. Whether you’re just starting out or have been managing your finances for decades, it’s easy to fall into familiar traps. The good news? Most money mistakes are totally fixable once you recognize them. Here are five of the most common financial missteps—and how to course-correct beforeContinueContinue reading ““Oops, I Did It Again”: 5 Common Money Mistakes (and How to Fix Them)”

2025 Money Guide Let’s be honest—setting financial goals can feel overwhelming.Especially when life is busy, prices are changing, and everything from groceries to gas seems to cost a little more than last year. But building better habits doesn’t have to be hard. Whether you’re working with me 1:1 or just stumbled onto this blog, myContinueContinue reading “2025 Money Guide”