Resources – work with your team (or get one!)

At a meeting of like-minded professionals this morning, I was struck by the amount of “co-opetition” happening in the room.  Wealth managers, attorneys, CPAs, insurance professionals and business strategists were among those represented, and the focus of conversation –… Continue reading

Kids, Wealth and Consequences

This book is one of 3 books in the field that I refer parents to when they ask, during financial coaching sessions, “How do we, as a family, talk about wealth in a healthy way.”  No matter what level… Continue reading

newbookNew Book by Kim Stephenson & Ann B. Hutchins

Finance Is Personal: Making Your Money Work for You in College and Beyond

"Although some of the most important decisions we make in life are financial, most people rely on their intuition rather than reason. In Finance Is Personal, the authors digest key findings from psychology to help readers leverage their natural style, preferences, and values in order to make more effective and profitable choices. This book will do more to increase young people's financial IQ than any formal course, MBA, or business experience―a must read!"

(Dr. Tomas Chamorro-Premunzic, professor of business psychology at University College London, visiting professor at Columbia University, vice president of research and innovation at Hogan Assessments, and the co-founder of

Exclusively Available at Here