Personal Financial Wellness
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Corporate Financial Wellness

© 2018-2020 Shake Your Money Tree


When I first decided to start my financial coaching business, my initial intent was to offer money coaching to a few people here and there as a way to share the knowledge I’d learned in recent years, help others realize the same mental freedom I got once I became debt-free, and maybe make a few bucks here and there to sock away in my retirement account.


Whoa, was I in for an awakening…


I didn’t realize just how passionate I would become in spreading the message of financial literacy, and if I knew then what I know now, I’d have started doing this much earlier.


But any time is a good time to get started once you know you want to, right?


So, I decided to really put myself out there… honing my process, going to networking events, learning all I can about how to market my business to as many people as possible… and one day not too long ago, I met someone who introduced me to someone, who ultimately invited me to be a guest on their radio show.


Wait, what? Me doing a radio interview? Yo, I'm in! What an awesome opportunity to share my passion and story.


During the interview, I shared parts of my money story I haven’t told anyone before.


Like why I blew every cent I earned in my 20’s.


I also shared why I created my company, the importance of financial literacy, reasons people make good or bad financial decisions, and more importantly, how to adjust behaviors to grow wealth.


But this interview wasn’t for me…


  • It was for all the people out there who are burdened with financial pressures and don’t know where to turn.


  • It was for the business owners who see their employees struggling financially and don’t know how to help.


  • And it was for the women who feel financially insecure and aren’t sure how to make sound financial decisions for themselves and their families.


Sure, it started with my story, but ultimately it was about letting people know that hope and help is out there.


Maybe you’ve had personal financial struggles or have wondered whether you’re making the right decisions.


Or maybe you know someone who can’t seem to get their act together when it comes to managing their money and you feel helpless.


I've been there… I know how it feels to wonder how everyone else seems to be doing it right, yet you're doing it all wrong. I know how it feels to know you could be earning more, but feel stuck. And I know how it feels to make mistakes and feel like a dumb-ass and ashamed for making them.


But I also know what it takes to move past these insecurities and get on a solid financial footing.


Because of this, my mission is to share what I’ve learned with those who need and want it the most. And I know I have the power to help you if you're open and willing to work with a coach to push you past what you believe is the impossible: financial confidence and ultimate control.


Too many people feel shame about how they’ve handled their money, but I want you to know shame can be valuable - when it spurs action to make a change.


What matters is that you learn. Ammi right?


It's a cliché I know, but it’s one that does work. And if you’re not sure how to learn what you need to learn or are afraid to admit you might not be as smart with money as you think, that’s okay, because it’s the first step to achieving success!

There are a lot of reasons we avoid the truth about our relationship with money, such as thinking you're not worthy of it (causing you to under-earn or spend every penny as soon as it comes in), guilt (if you have more, others will have less, therefore you must give away what you have), or fear (of rising above your current circumstances, causing you to lose relationships or become a different person, which can be uncomfortable).

If you're struggling with your relationship with money, here are a few exercises to get you thinking about how to improve it:

  1. Stop pretending your financial issues don't exist (what is it that you don't want to face? Worthiness, guilt, fear?) Write down all your concerns about money - what do you hate, what aspects of managing money do you ignore or avoid, who would you have to become if you started earning more, saving more, spending more thoughtfully?

  2. Address the problems you currently have with money - whether it's spending too much on stuff you don't need, spending all your money on others before taking care of your needs, not spending money on future goals (such as savings, retirement, or college), or saving too much and not enjoying life.

  3. Reflect on your money beliefs and why you have those beliefs. Some common ones are: there's never enough, rich people are greedy or stuck-up, more money will make me happier, money causes people to be controlling. Money beliefs are not real - they are a figment of our imagination that can be altered - if we're willing to put in the work to address them head-on.

  4. Stop making excuses - whom do you believe is in control of your money decisions? If you believe it's you, then it's up to you to take control and get out of a victim mentality. Is it that you can't handle money, or that you're resistant to it? Do you believe the responsibility falls on someone else's shoulders to take care of you now, or in the future? Do you think you just don't know how to handle your money? 


The truth is, most of us were not taught how to be good stewards of our money, and we certainly weren't taught the basics of financial literacy! We’re left to our own devices to figure it out as we go along. But I'm here to tell you that your relationship with, and handling of, money can change! And it starts with creating a commitment with yourself to start taking charge.


If you aren’t sure whether you have all your money ducks in a row, I invite you to get a Fiscal Check-Up. Once you know where your financial life stands, you can then create a personalized action plan for becoming financially confident, secure, and sure that you're doing all you can and should with your money.


And if you like what you hear on the radio interview and want to spread the love, please share the link with any business owners you may know or people who might need a kick in the you-know-what to get a handle on their money.


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