Building Your Financial Confidence

Six Steps to Overcoming Stress and Fear Related to Money.

By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 07 April 2021

Building Your Financial Confidence

Do you tend to equate money with stress? If so, you’re not alone. The American Psychological Association’s latest Stress in America survey found that 72% of Americans have felt financial stress recently. When you feel anxiety related to money, it can be difficult to talk openly about it, or even to seek help. In my experience, much of this comes down to a lack of financial confidence – and it can make you feel paralyzed when it comes to financial decision-making. Luckily, there are steps you can take right now to increase your own financial confidence.

In this article, we’ll review six steps you can take to feel more empowered and confident in money matters and begin to overcome your financial stress and anxiety.

How to Discover Your Money Story

Gaining Perspective on Your Money History and Values Helps You Better Articulate Your Goals

By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 10 February 2021

How to Discover Your Money Story

The following article is based on content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here.

We all have a money story. It’s the history of financial decisions and financial influences that define how we view finance today. It also represents the emotional attachments we have to money, which impact how we spend and save.

When you understand your own money story, it can remove some of the barriers that get in the way of allowing you to make level-headed financial decisions. You will always have emotions surrounding money, but if you can separate the emotional from the rational, you’ll more clearly identify your true goals and make better financial decisions.

Friends and Finances DO Mix: Here's Why

It's Time to Stop Shying Away from Having Money Conversations with Those Closest to You

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 25 January 2021

Friends and Finances DO Mix: Here's Why

The following article is based on content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here.

If you grew up with the understanding that it’s inappropriate to talk about money in social settings, you’re not alone. A full 70 percent of people shy away from discussing personal finance topics with their friends. However, our friends are some of our greatest influences in life and I believe it’s important to have money discussions with those closest to you. Below I’ll share four reasons why I think friends and finances do mix, even if common etiquette tells us otherwise.

How to Grow Your Financial Confidence in the New Year

10 Steps That Can Make All the Difference in 2021

By Kathy Longo, CFP®, CAP®, CDFA
Friday, 15 January 2021

How to Grow Your Financial Confidence in the New Year

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here.

How would you describe your level of financial confidence? One thing I have noticed in my line of work is just how many people find it difficult to talk about money. A lack of financial confidence can have a variety of root causes. Some people still consider money a taboo subject, some suffer from numerophobia,, others find it overwhelming or stressful, and still, others want to discuss it but feel silly asking questions they believe they should already know the answers to. Regardless of the origin, a lack of financial confidence is a roadblock on your path to accomplishing your goals.

If you want to feel more financially confident in the new year, follow the ten steps below and take control of your financial outlook for 2021.

Families and Finances: Communication is Key

Face Money Topics Head-On to Accomplish Your Family Financial Goals

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 21 September 2020

Families and Finances: Communication is Key

Do families and finances strike you as two words that don’t belong together? If so, you’re not alone. Money is a topic people often avoid discussing with family members – and even with their spouse or partner. It could be because they find it confusing or overwhelming, or because it often leads to disagreements and bad feelings. The fact that personal finance isn’t taught in most schools can also lead people to believe it’s not important.

All of these things are true: money is a charged topic that can leave us feeling confused, overwhelmed, or even angry, and most of us aren’t educated enough about money topics. Yet, these are the exact same reasons it is crucial to maintain open communication about financial issues within your family. Avoiding or ignoring this very real element of family life only sets you up for failure, whereas talking openly with your spouse and children is the best way to accomplish your financial and life goals together.

Below, we’ll discuss why you should consider finances a family affair, and why communication is the foundation of any family’s financial success.

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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