From Me To You, And Back Again

This community is always evolving, because even if you’ve been here from the beginning, we all grow and change. Your life stage, your goals, and your obstacles are all moving targets.

Case in point, I just had a tune-up coaching session with a client from a few years back because her life has changed in many ways since we last met, and new seasons of life bring new financial puzzles to solve that require us to retool.

That’s why every summer I send out a short community survey to check in and get a clearer picture of where you are at with life and money.

This helps me ensure that what I create (free or paid) aligns with the needs of this community.

And truthfully? It also helps me reflect on where I’m at.

Right now, I’m continually fine-tuning the systems and routines that help our family—with two fast-growing kids, two aging cars, and a well-worn home—use money strategically while I balance business-building, occasional grant writing contracts, and the ever-shifting adventure of facilitating my kids’ education. I’m always learning how to juggle more effectively, as I reach for higher goals.

Looking ahead, I’m exploring ways to improve what already exists in The Family Money Mentor ecosphere and design high-impact new tools and programs that fill real gaps for people like you. I’m also deep into research for a book I hope to write, about women, worth, and how to overcome what still holds us back from our full value, in our particular place in history.

Today, I’d be so grateful if you took 3 minutes to share your thoughts in the 2025 Community Survey.

It covers a few basics (life stage, financial wellbeing), plus space to share feedback, offer a testimonial (thank you!), and weigh in on that future book.

You can skip any questions that don’t feel relevant for you, but please provide what you can. It really makes a difference to have that collective input from you all each summer.

Your voice helps guide what I do next and I’m so grateful you’re part of this community.