Welcome to Rise Together Notes: Reflections on Money + Life 💌


Hi Reader,

I am thrilled to launch Rise Together Notes - a newsletter where I’ll share honest reflections, practical tools, and the occasional nerdy metaphor — all to help you care for your finances while still living a life rooted in our values. Think of this as money talk with heart, humor (maybe), and a strong cup of coffee (or green tea). ☕

Whether you’re navigating a transition, working toward more confidence with money, or simply craving a fresh perspective, my goal is to offer clarity, encouragement, and a reminder that you’re not alone on this journey.

Here’s what you can expect:
✨ Real-life financial insights
✨ Practical tools to help you take action
✨ Reflections on money, life, purpose—and the messy parts in between
✨ Resources to support your journey

I’d love to hear from you—whether it’s about your financial goals, something you’re working on, or just a question on your mind. Just hit reply!

Talk soon,

Theo

I started a blog...

In my first post, I reflect on what motivated me to become a financial coach and how coaching is different from financial advising.

Check it out and leave a comment.

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A financial self-care checklist. Follow 10 simple actions to start your journey toward financial clarity and confidence.

Rise Together Notes - Reflections on Money + Life

In Rise Together Notes, I share honest reflections, practical tools, and the occasional nerdy metaphor. My goal is to help you care for your finances while still living a life rooted in your values. Let’s rise together, one step, one story, one spreadsheet at a time.

Read more from Rise Together Notes - Reflections on Money + Life

Hi, In June, I launched this newsletter with big hopes of writing regularly, sharing reflections that might support you on your journey with life and money. But, as it tends to, life happened. Four months later, I’m returning to this space to write, reflect, and keep journeying alongside you. 🙃 In this (dare I say) relaunch, I’ll share a few personal and business updates, some resources, and a bit of my thinking about this very strange moment we’re all living through in the United States. A...