mindful spending

How feelings can get in the way of financial success

How feelings can get in the way of financial success

One of the assumptions made by traditional financial planning is that a client makes rational decisions.  Advisers are educated to expect that people will arrive at the “fact-finding” meeting with all their financial information at the ready along with a clearly defined list of goals that they want to achieve. I can honestly say, that in my experience, working with new clients almost never happens in such an over-simplified, vanilla, just follow the process kind

The Art of Mindful Spending

The Art of Mindful Spending

I am coming to the conclusion that there are just too many things to buy these days.  Add to that the ease with which purchases can be made (on-line, tap your card, on your phone) and it results in a situation where it can be very easy to lose control of your spending. Financial planners are reporting more and more approaches from prospective clients who are unable to make headway in their lives due to