money full (mon.ey full) (adj) – 1. Containing all that is financially possible: a moneyfull life. 2. Wealth-minded, savvy, and empowered.

Tips from Addie, your Financial Planner

Plan a Richer Life

Plan a Richer Life

Recently I decided to trademark my logo, because I love it and it succinctly describes what I enjoy helping people do as a CFP (Certified Financial Planner™ Professional). It didn’t come to me immediately, but when it did, I knew it was right. TO BREAK IT DOWN... Plan...

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The Power of Changing Habits

The Power of Changing Habits

I just finished reading the book The Power of Habit by Charles Duhigg, and I highly recommend it as its premise is pretty life-changing. Humans are basically a cluster of habits, some good and some not so good.  A 2006 Duke University study found that 40% of the...

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Responsibility is a Key to Financial Peace

Responsibility is a Key to Financial Peace

As a financial planner, it’s really hard to not give advice during any conversation about money, especially when it’s about money behavior, a topic about which I’m especially passionate. Recently I had an exchange with a younger friend who was wistfully talking about...

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Hello! Are you ready to fulfill your financial potential?

Hello! Are you ready to fulfill your financial potential?

I will help you navigate the financial tangle, so you can become an organized, empowered money dynamo. If you have no idea if you are on track to retire…someday. If you don’t know how to handle your debt, or wonder if you need life insurance, or feel out of control with your spending, or just can’t seem to get organized when it comes to your money. If you feel lost and want somebody to just take your hand and guide you… then WELCOME!

You are in the right place.

Let’s talk! Contact me for a quick, free, friendly chat!

“There is a gigantic difference between earning a great deal of money and being rich.”

– Marlene Dietrich

What does your money plan look like?

To be perfectly honest, I’m not a big fan of the words “financial plan” or “financial planner”…because I know you might not fully get what these things mean, or maybe you think the terms don’t apply to you. Think of me as your personal CFO. You work with me because you want to make sure you have all of your i’s dotted and t’s crossed when it comes to your money…and that things stay that way. And it’s never too early to start! I am your financial confidante and bff (best financial friend) and the person you call when any financially puzzling thing happens. Some common issues I tackle:

  • Do I need an emergency fund? How much do I need?
  • I don’t know how to best deal with my debt.
  • Should I save while I’m paying down debt, or just work on the debt?
  • I have no idea if I’m preparing for retirement correctly.
  • I just got married – how do we combine our finances?
  • Do I need life insurance?
  • What is the best way to save for college?
  • I need help understanding my health insurance.
  • I don’t know what to do about my 401k…
  • I don’t have an estate plan…because I don’t think I have an “estate.”
  • What is the big deal about my credit score?
  • I make decent money but it seems to go right back out every month…. I can’t seem to get ahead.
  • I am self-employed and need a cash flow strategy!

My roles include motivator, prioritizer, voice of reason, your greatest financial resource…. and, your biggest fan when you reach the goals you set and you experience the fun and joy of money! Don’t hang around – contact me for a quick, free, friendly chat.

Do you have money shame?

I know all too well that sometimes we become frozen like a deer in the headlights when it comes to taking action on tasks that seem overwhelming and scary, especially when it comes to money matters that we know need attention… but we just feel stuck, or maybe dread. I want you to know there is NO JUDGEMENT here. Avoidance is keeping you from your financial potential, and that’s the only shame.  If you’re scared, or procrastinating, the great news is that you’ve already taken a big step by being on this website! Take one more important one and let’s talk it out together.

full filled (full.filled) (adj) happy and content to the maximum degree.

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