Budgets, Goal-Setting, Monday Money Smarts, Videos

Monday Money Smarts- 3-4-19

  I recall my experience on Good Morning America. Our story was around life insurance on a stay at home mom.

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Cash Reserves, Financial Foundation, Goal-Setting, Videos

Creating a Financial Foundation- Part 2: Cash Reserves

Part Two of Creating a Financial Foundation- Cash Reserves.  Why is a cash reserve so important?  How to build one that is right for you!

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Goal-Setting, Videos

WEEK 4: You’ve Reached Your Goal, Now What?

This week, we discuss what you should do when you achieve a financial goal, no matter how small.

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Goal-Setting, Videos

Week Two: Jumping on the Financial Scale

  Last week we decided what we want, what our financial goals are. This week, we take an honest look at our finances to see what are working with.

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Goal-Setting, Uncategorized, Videos

Week One: Get What You Want

January is the month of setting financial goals, but first you have to decide what it is you want and why!

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Black Friday, Children and Money, Emotional Competence, Goal-Setting, Life Skills

Black Friday! 8 Tips to not break your Black Friday Budget

  Black Friday provides a great opportunity to teach your children about retail shopping. In this Vlog I discuss my top 8 tips to help navigate Black Friday.

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Financial Literacy, Goal-Setting

Which way should I go? The importance of setting financial goals.

Shannon Ryan of The Heavy Purse, LLC shares one of her favorite character interactions in a book to discuss the importance of setting financial goals for you and your family.

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Children and Money, Financial Literacy, Financial Success, Goal-Setting, Tips

How to Raise Financially Confident Kids

How do we help our kids find financial happiness? Through helping them understand good money habits and identifying money emotions.  This Vlog shows you how to do this in two easy steps.

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Children and Money, Financial Literacy, Goal-Setting

Raising Financially Confident Kids- Lesson 1- Setting Family Goals

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5 Steps to Help You Achieve Goal Success this Year

5 Tips to Help You Achieve Goal Success this Year

It’s hard to believe, but the clock is running down on 2015. In the midst of all the hustle and bustle of Christmas, it is very easy to overlook setting goals, until you toast the new year and everyone asks what your goals are. This frequently leads to a lot of mumbling. Some will admit they haven’t set goals yet, while others will sputter and say the first thing that

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  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan