Boundaries are not just a personal development concept. They are a financial strategy. Every time you agree to something, you are also agreeing to the financial impact that comes with it.

Every dollar you say “yes” to, shapes your future.

When clients first sit down with me, one of the most common things they say is: “I know I’m making decent money, but I just can’t seem to save and get ahead.” Then, we immediately start looking at income vs. expenses and the pattern is usually clear: it’s funding a life that doesn’t align with personal values or goals.This is when we feel disconnected from our money and that it is controlling us, not the other way around. 

I wish I had a dollar for every time a prospective client told me, “Kasey, I’m just not good with money.” My immediate response is, “That’s not true. You just haven’t been taught how to be good with money.” I’m a firm believer that when women have the opportunity to develop our money management muscles, we are confident, in control, and become masters at building wealth.  

There’s a belief floating around that the millionaires next door are rich because they never spend money. They drive old cars. Shop at discount stores. Skip the fancy stuff. They scrimp in order to save. That’s not the point nor is it the truth.

The month of April has been given the very important designation of Financial Literacy Month. With money impacting our work, lifestyle, emotions, relationships, physical and mental health, you’d think it would rank very high in our subjects of necessary education and training in our public system. Unfortunately, when it comes to basic financial literacy, this is an area most of us need more support and educational resources.

February is the month of romantic love, or so we are told via a long-time marketing ploy to get us to spend money on cards, flowers, chocolates, jewelry, etc. But, I want to talk about a different kind of love—the kind that helps us sleep better at night, reduces stress, and helps build a life focussed on joy and what we value. That’s right, I’m talking about financial love and self-care.

I love nothing more than a fresh start. Shake it off. Learn from my mistakes. Try new things. Look for the upgrades in life. The new year is a great time for a fresh start and many people want to improve their relationship with money in 2025. I’d like to give you my tips and tricks on how you can launch into the new year and get some upgrades to your personal finances. 

I often get asked questions by my clients that start like this: “Do you know a good fill-in-the-blank to help me with ______? Do I need to hire a professional or should I do it myself?” Navigating the world of personal finance can be daunting, especially for busy female professionals juggling careers, family, and life in general.

With the cost of EVERYTHING going up, most of us have been feeling the pain of our dollars disappearing to pay for the basics. Thankfully, at least where I live, gasoline and food have adjusted slightly back down, but we’ve been facing very high inflation since covid.

Estate planning is not something you should wait to do when you are retired. If you care about your loved ones, you will get your estate planning docs in place now.

In my next free training, we will be talking about how women can become serious investors. I thought we should first talk about the necessary steps that women need to take with their personal finances in order to become serious investors. There is a progression and a path each of us has to take and skills to master.

For many years I dreaded the holiday season. Scrooge and The Grinch were totally my vibe. Working full-time, raising kids, and trying to be a good wife, mother, friend, and family member is more than enough for anyone’s plate.

If you are anything like me, you are wondering how the heck you are going to manage having your teenagers home all summer. I work from home, so having their days filled with positive activities is a must. One of mine is old enough to work and he has a great summer job. T

If you want to learn how to bake the world’s best cake, filled with all the yumminess you desire, you need to start with a recipe. Sure, you can add your flavor and spice to it once the basic recipe is proven to produce a perfect cake. To start, you need the right ingredients.

With the average American carrying over $7,000 in unpaid balances, as a financial coach I am often asked the best way to pay off credit card debt. Of course, having a solid spending plan is the first step to ending bad debt. Afterall, learning how to live within your means, and not spending more than you make, is vitally important to end the cycle of bad debt and begin to build wealth.

Financial problems are one of the top cited reasons for divorce in our country.  But enough with what’s wrong, I want to tell you what’s right and what works!

In my financial coaching practice, my clients and I spend a good amount of time crafting, honing, and perfecting their monthly spending plan. The time spent on this part of a financial plan is mission-critical for overall success. It is not a “set it and forget it” plan as it takes time to get it right and find a tracking system that works. 

The end of year is a great time for reflection and January begins a new year with a fresh start. If you want 2023 to be a rewarding, successful, and joyful year where you accomplish your goals, here are my tips and tricks.

The holidays are coming. Remember when the holidays were a joyous time to embrace family togetherness and to celebrate the season with friends? Remember when you didn’t stress over the holidays and instead enjoyed the magic and cozy feeling inside? I promise you can get back a little bit of that by doing the five steps below.

At my last Wine About Money event, a woman presented me with a very interesting and important question. “How do you recommend ending generational debt?”, she wanted to know. I asked her to explain to me and go deeper. “My parents were always in crippling debt growing up and still are.