Government links
Find an Accountant
The CA Board of Accountancy says:
“Word-of-mouth referrals from individuals who have used the services of a particular CPA are probably the best way to start your CPA selection. Also consider the following: Check the CPA’s license status on the CBA License Lookup page or call the CBA at (916) 263-3680.
Contact me for a list of accounting professionals that my clients have used and recommend.
Cultivate Abundance
An interactive 31-day challenge to cultivate an abundance mindset.
A video-guided book study to unlock your creativity and potential. (Online Course)
Join a supportive circle to support your individual journey. Turn within and set intention with the magic of the moon.
Check out cacao options, courses, ceremonies, and more.
See what prosperity looks like for each of the nine types and discover your type’s personal growth path for prosperity.
Read about Enneagram, and how it impacts your type’s money mindset.
Wellness Favorites
Guided meditations, talks and courses on hundreds of topics, including abundance, wealth consciousness, money mantras and affirmations
Free 30-day yoga challenges with an affordable app that includes endless yoga videos, an active community, the Art of Abundance challenge above, and much more.
When I was young, my dad nick-named me “The Nose” because of my ongoing fascination and love of scent. Here are some of my favorite scented products, always natural.
I love to light a cancel during my weekly money review sessions to lighten the mood and remind me that taking care of my money is self-care.
Cash Flow Planning
Cash flow offers a different look at your money than bookkeeping does. While bookkeeping gives us a historical view of what’s already transpired and where we stand financially at a given point in time, cash flow helps us plan ahead and guides our decision-making with specific goals in mind for an upcoming month, quarter or year.
This affordable software app is a flexible tool that helps to shine a light on money habits and guide us toward conscious spending through mindful planning.
Favorite Books
Karen McCall
Written by the founder of MoneyGrit, this book will help you develop and maintain a keen awareness of your spending, earning, and saving habits, and offers strategies for adapting your behavior to meet your needs, whatever your income level.
Dr. Margaret H. Smith
This book isn’t just about money and the Enneagram. It’s about money as an expression of consciousness and an invitation to take a more personal approach to understanding our relationship to money through our personality traits unique. Not a one-size-fits-all kind of book.
Rachel Cruze
Learn the psychology, strengths, and challenges that come with the author’s Seven Money Tendencies to understand how your parents, your fears, and your beliefs impact your money mindset.
Ezzie Spencer, PhD
This book has a permanent spot by my bedside. In a time where women can feel increasingly disconnected from ourselves, each other, and the world, this books offers a path to reconnecting to the natural cycles all around us. A beautiful book and a practical guide to self-care that will help you summon your true potential.
Julia Cameron
This classic book about creativity is an invaluable guide to living an inspired life. It isn’t a book you ”read” … but a book you “do”. Take your time with this one and watch your insights unfold.
Ulrika Brattemark
Tired of chasing time, carving out time, and trying to stretch time to get it all done? This book offers a unique perspective on getting refocused using playful experimentation, soulful introspection and purpose-driven self-empowerment to stay connected with what truly matters – our vision, mission and purpose in life (instead of the never ending to-do list.)
Money Mentors
Prosperity Circles
Business Coach/Mentor. Linda teaches a holistic, transformational system based on business and financial best practices, amplified by Universal Spiritual principles that are not “business as usual”!
Money Wisdom with Susan Schloss
Certified Money Coach (CMC)®. My first money mentor and the person who helped me get my start in bookkeeping – Susan’s focus is on money, justice and spirituality. She offers an online quiz to help identify the parts of yourself that are helping, or hindering, your relationship with money.
Real Prosperity
Penelope Jane Smith. I started working with Penelope in 2022. She shares a wealth of information in her programs along with an equal amount of support. Use this link for complimentary admission to her Financial Freedom 101 program the next time it’s available.