January 18, 2018

I don't want a divorce

Money Coaching – Dreams vs. Budgets

In this website it mentions that I (Wendy) have been a financial adviser for many, many years. Too many to count some days… (lol) One important thing I have learned…

Learn More >

December 13, 2017

Financial Information

Why use a fee only financial planner?

In order to answer this question we need to develop some definitions: Fee only financial planner: Fee only financial planners are registered investment advisers with a fiduciary responsibility to act…

Learn More >

November 22, 2017

Financial Information

The Difference Between Credit Rating and Credit Score

  There are two different concepts when talking about credit that are equally important to learn about: Credit report: What is included? Your name, identification and personal information such as address…

Learn More >

November 1, 2017

Financial Information

10 Ways to Improve Your Credit Score

HERE ARE TIPS TO HELP YOU IMPROVE YOUR CREDIT SCORE:   1) Regularly check your credit rating: check the details zealously. Mistakes are made at the credit bureau and can…

Learn More >

October 25, 2017

Money Personalities

Money Personalities – The Saver

A reminder about some characteristics of those Savers we all know:   Get a genuine rush from saving money Organized, responsible and trustworthy when it comes to finances Accumulate wealth…

Learn More >

October 11, 2017

Money Personalities

Money Personalities – An Overview

  Note that this is not an exhaustive list of possible money personalities but an overview listing the main acknowledged patterns that people use to process financial decisions in their…

Learn More >

September 13, 2017

Financial Information Money Personalities

Financial infidelity and money conversations

In week one, we talked about the idea of money personalities. Another important concept relating to money and conflict that is important to understand was coined by Bethany and Scott…

Learn More >

September 8, 2017

Money Personalities

What are money personalities and why do we care?

Money personalities are a group of common characteristics which, when grouped together, form a pattern that we adopt in “doing” money. We learn these patterns from our parents, our culture,…

Learn More >

Sign up to receive our monthly newsletter and upcoming workshops.

Want to hear from us?

Would like to get updates via email from us at Next Step Financial? You can sign up for our newsletter and get exclusive information about mediation and our financial services!