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Are you a small business owner looking to add financial wellness to the benefit you offer your internal customers, aka team members or employees? Be sure to look at and give Julia a call to discuss how we can customize this for you.



15 of the top financial coaches put their heads together to create a resource for you and your family. Visit Then email me and let’s get the process started –



If you want to improve your financial situation, it is time to start financial coaching. Whether your goal is to stabilize your finances, or to pay off consumer debt, or to save for college, or to strengthen your financial foundation, financial coaching is a customized process that starts with a free initial consult.

The information you provide will be kept confidential and will be used to help you find your way towards your goals. Please share your questions and comments here as we seek to serve you outstandingly.



The conversation continues between Taras and Julia as we seek to help you make the best decision possible as you purchase your first home.

A married couple working together on their finances by communicating can make amazing progress. They are accomplishing it. Are you? Coaching can provide the opportunity to do better, at whatever communication level and financial situation you find yourself.

Do you know Seth Godin?

Maybe his book Linchpin?  The career opportunities for factory type work (do the work like the manual says to do it, be perfect every time, do the same quality of work or higher for less money) are closing.  People who do remarkable work and ship their art are in increasingly high demand.  Are you facing a career crisis?

How about Tribes?  Leaders share information from the top of the organization down, as well as people at all levels within the organization (laterally).  Tribes include leaders and regular people that come together around an idea or cause or organization.  If you want perspective on how much information moves around within a group of people, you need to read Tribes to get some ideas.


Seth’s latest called “Poke The Box” is brilliant and makes me think and dream.  If you go find these books, please come back and let me know what you think?


The Chick-Fil-A Leadercast will be May 4, 2012.  I’d recommend you follow Seth’s blog and then jump in that Leadership event.  You’ll walk out with highly useable ideas.

Money Markets!

April 28, 2011 — 4,055 Comments

Do you know the difference?