The Nine Habits of a Wellthy Girl
I have been on quite an adventure! In late 2014, I left my corporate finance job to start a business helping people make smart decisions with their money. I created my own unique job title – Financial Strategist & Lifestyle Optimist – and am loving this business...
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The Life-Changing Magic of Organizing Your Finances
Last week a client told me that I have “changed her life”. That’s high praise for an accountant! I never expected to be making such an impact in people’s lives by filing tax returns and making cash flow plans. When I first started my career my work felt very...
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The anti “spending diet”: Three ways to save money this January without depriving yourself
Spending diets - the juice fasts of personal finance. I’m seeing a lot about this topic from financial bloggers this month. If you follow me on Instagram you know that I love my green juices, but I don’t want to survive on liquid for thirty days. While I love the...
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The Only Resolution You Need to Make
Wow, the difference a year can make This time last year I was in my home office, preparing for an upcoming workshop about creating a financial plan to make 2016 your best year yet. I had big plans for my year and was excited to inspire others to set goals and start...
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Quiz – The best personal finance book for your personality
There are literally thousands of personal finance books out there (I found 12,701 results on www.chapters.indigo.ca)... with so many options it can be difficult to choose just one! Don't worry, I’ve devised a one-question quiz that will help you narrow down the...
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Being Smart About … Your Financial Goals
It’s the most wonderful time of the year - annual goal review season! I love the end-of-year review process. I feel lucky that this is part of my job as a financial coach. Helping my clients track their progress and celebrate their successes is THE BEST! On a...
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Does small talk give you stage fright?
That moment before you walk into the holiday party. Her palms are sweaty, knees weak, arms are heavy There's vomit on her sweater already, mom's spaghetti She's nervous, but on the surface she looks calm and ready to drop bombs… (Lose Yourself - Eminem) A...
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How to … Shop Smart Online
I ♥ shopping online. As a Lifestyle Optimist, simplifying how I spend my time is super important to me. In the last few months I have experimented with online shopping to cut down on wasted time. Driving through Toronto traffic? Waiting in lineups? No thanks! I buy...
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Surprise! I’m not always great with my money
I want to get real with my CPA (Chartered Professional Accountant) friends for a minute. How many of you out there are killing it at corporate budgets and forecasts, analyzing financial statements and helping your clients make better business decisions… but are...
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Being Smart About … Cutting up your credit cards
Your Question: What’s your opinion on cutting up credit cards? Some personal finance experts push this idea but I’m not sure it’s right for me. Have 5 seconds? Here’s my take on what you need to know: My opinion is that it depends on the person. If you don’t trust...
read moreHello, I’m Lisa!
