Wellspring Blog

  • Financial Coaching vs. Financial Advising

    Financial Coaching vs. Financial Advising

    Financial coaching and financial advising both help people improve their financial lives—but they focus on different pieces of the puzzle. This post explains the difference between managing money and managing your relationship with money, when each type of support is most helpful, and how coaching can help bridge the gap between knowing what to do…

  • Therapy vs. Coaching

    Therapy vs. Coaching

    Wondering whether you need a therapist, a coach, or both? While therapy and coaching share some similarities, they serve very different purposes. This post explores the key differences between healing and growth-focused support, what each approach is designed to help with, and how to determine which type of support may best fit your current season…

  • Navigating Economic Uncertainty

    Navigating Economic Uncertainty

    Economic uncertainty can feel overwhelming, but you don’t have to navigate it alone. Learn how principles from Warren Buffett and J.L. Collins, financial guardrails, and values-based decision-making can help you stay grounded when markets and emotions are turbulent.

  • Value-First Living

    Value-First Living

    What if success wasn’t about doing more, but about living more intentionally? Discover how identifying your core values can help you align your time, money, energy, and decisions with what matters most.

  • What Is an Energy Compass?

    What Is an Energy Compass?

    For those living with chronic illness or fluctuating energy levels, daily decisions can feel complicated. Learn how an Energy Compass can help you make values-driven choices that honor both your needs and the life you’re trying to build.

  • Why YNAB?

    Why YNAB?

    Nine years ago, I found YNAB while carrying six figures of student loan debt and very little financial education. What started as a budgeting app became a catalyst for financial freedom, intentional living, and a completely different relationship with money.

Financial Guardrails Checklist PDF

A simple two-page guide to setting up automated transfers, alerts, actions, and spending limits that act as “bumpers” for your money habits.


Design Three Life Options

Based on Design Thinking principles, a worksheet to brainstorm three completely different “parallel lives” that you could lead over the next five years.