Click the button above to get your free copy of The New Family Financial Road Map. This is the resource I wish I had when I was starting my family.

Books - Mom and Dad Money
Courses - Mom and Dad Money
Coaching - Mom and Dad Money

Recognize. C

Recognize. Care. Act.

An entrepreneurial mindset is about empowering yourself to improve your situation and the world around you. It's the recognition that hoping for things to change isn't a strategy. Purposeful action is the way to make things better. In this post we explore what an entrepreneurial mindset is and how you can apply it in all areas of your life.

Are Budgets Overrated – Thumbnail

Are Budgets Overrated?

Slate's Helaine Olen recently wrote that "the ability to make and stick to a financial budget defies the realities of most people's lives. Budgets assume a level of consistency in our finances that doesn't exist." Is she right? Are budgets overrated? Are they even realistic? And if not, what should you do instead? Here's my take.

How to Choose the Right Investment Account – Thumbnail

How to Choose the Right Investment Account

Once you have your monthly savings target, the next big question is: "Where should you be putting it?" Specifically, what types of accounts will make it easiest for you to reach financial independence as soon as possible? You have a number of options and in this post we’ll walk through the pros and cons of each one.

The New Parents’ Guide to Financial Independence – Thumbnail

It’s Here! Announcing The New Parents’ Guide to Financial Independence.

Today I'm excited to announce the release of The New Parents' Guide to Financial Independence, a book that answers all your biggest questions about investing and walks you step-by-step through the process of creating your personal investment plan and putting it in place. No matter where you're starting from, this book will get you on the right track.

Tired of feeling confused about where to start or how to prioritize? Learn about how I work 1-on-1 with new parents just like you to help them make a personalized financial plan that really works.