7 Excel Templates To Help You Manage Your Budget
Here are seven of the top Excel Budget Management templates that will help you successfully organize your personal and family finances.
Continue readingHow to Become a Financial Coach (Part 4)
The fourth step in becoming a financial coach is sales and marketing. Your goal is to build a strong referral network and learn how to overcome objections.
Continue readingThe Next Phase (Part 3): Downsizing and Lyfting
The transition from a house to an RV has begun. I started downsizing, which is ruled more by emotion than logic. And I became a Lyft driver!
Continue readingHow to Become a Financial Coach (Part 3)
The third step in becoming a financial coach is learning techniques and developing programs. Skill-building for both coaches and clients takes center place.
Continue readingThe Next Phase (Part 2): Time to Hit the Road
I’ve moved into a new phase of my life. I’m ready to give up the house and create a different life for myself. The RV lifestyle may be just the ticket!
Continue readingFired! 18-month Net Worth Report
Here’s my net worth report, 18 months after losing my job and becoming an entrepreneur. Despite zero income, I’m doing okay and optimistic about the future.
Continue readingHow to Become a Financial Coach (Part 2)
The second part of becoming a financial coach is setting up the back office. Main activities include using scheduling software and establishing processes.
Continue readingHow to Become a Financial Coach (Part 1)
How do you become a financial coach? Here’s part 1 of a series discussing Dr. Brenda’s journey to becoming a certified professional financial coach.
Continue readingThe Next Phase (Part 1): More Questions than Answers
I’ve reached a new phase of my life. I’m ready to make a big move but I’m not sure where I’ll go. I have more questions than answers at this point.
Continue readingMy Five Journeys Have Become One Journey
The quest for financial independence has extinguished other aspects of my life. Now I’m ready for a change, but I’m not sure what that looks like.
Continue readingFired…15 Month Net Worth Report
Fifteen months after being fired, and still having no income, my net worth chalked in at its highest peak. I’m still in good financial shape.
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