Author archives for jburns

    life coaching


    Should My Financial Advisor Also Be a Life Coach?

    There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future. Read more

    financial decisions


    Struggling with Financial Decisions? Meditation Might be the Answer

    “Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”
    ― Viktor E. Frankl

    Most people wouldn’t think to connect meditation with financial decisions. Read more

    financial plan


    How to Live a Fulfilling Life – Your Financial Plan Can Help

    It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life. Read more

    financial checklist


    Time for a Financial Checkup? Use My Financial Fitness Checklist

    We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup. Read more



    Manifesting Abundance Is Easy When You Stop Comparing Finances

    As we talk about their financial goals, I often hear my clients make comparisons with their friends, colleagues and neighbors. Instead of manifesting abundance, they’re focused on what they DON’T have. Read more

    joy factor


    Struggling with Financial Discipline? Use the Joy Factor

    Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, so it’s easy to make excuses. But that only makes you feel bad, because you’re not saving money like you know you should. There has to be a better way! Read more

    jar strategy


    Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor

    How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by marbles? Let me share my inspiration for this strategy and how you can use it to find a trustworthy financial advisor. Read more

    couple planning


    4 Secrets to Financial Planning for Couples

    As a financial life planner, there are times when I can feel the tension in the room when a couple doesn’t see eye-to-eye on a financial decision. Financial planning for couples can be difficult, especially since many couples simply don’t know how to talk to each other about money… so they avoid the subject. Then they walk into my office not realizing how completely out of sync they are with each other! Read more


    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

    By Jamie Hopkins

    Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more


    The 4 Pitfalls of No Plan

    There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more