Upcoming Events: 

Enlightened Finance for Couples

 4 Tuesdays starting January 15th, $359
Enlightened Finance for Couples class is a four week phone class for couples where we will discuss and implement the MoneyPeace system for couples. You'll receive practical tips on organizing your finances and action steps that will improve your relationship. Send an email to Christine for more information and upcoming dates.

Questions? Contact Christine
To Register Now and Mail a Check, Here is the Form

Recent Events: 


Tuesday April, 10th
Investments, Intention & Interest:Choose Consciously, Plan Attentively, Live Peacefully
Lincoln, Vermont

November 8th and 15th
UVM Tax School

November 9, 2017
Webinar: Planners & Psychology: What You Need to Know
National Association of Personal Financial Advisors

October 21, 2017
Planners & Psychology: What You Need to Know
National Association of Personal Financial Advisors (NAPFA) 2017 Fall Conference
Orlando, Florida

June 14, 2017
Money & Memory: Financial Wellness for Seniors
Financial Wellness for Seniors, Shelburne

November 16, 2016
Financial Wellness
Vermont Bar Association Montpelier, VT

October 27th, 2016
Advising Couples for Advisors,  NAPFA group,
Pathways Advisors, South Burlington, VT

September 21, 2016
Alzheimer's Association presents Christine with Molly Bucci at Legal and Financial Issues
Alzheimer's Association, Burlington, VT

February 18, 2015
Financial Wellness
Vermont Human Resource Association, Burlington, VT

February 6, 2015
Money and Memory
Massachusetts Financial Planners Association, Natick, MA

October 14, 2014
5 Things Every Couple Needs to Know about their Money
Shelburne Vineyards, Shelburne, VT

September 27, 2014, League of Vermont Writers Fall Conference
On Money: Enjoying the Fruits of Your Labor
Stowe, VT

September 23-24, Champlain Valley Telecom
Employee Education

April 13, 2014, Full Circle Festival
Money and Memory: Financial Planning for the Senior Set
Main Street Landing, Burlington, VT

April 9, 2014, University of Vermont
Careers and Aging
UVM, Burlington, VT

February 11, 2014, Greater Burlington Women's Forum Lunch
Understanding Your Finances
Champlain College, Burlington, VT

September 30, 2013
Money & Memory: Working With the Aging Client and Their Family
National Financial Therapy Conference, Lubbock, TX

September 29, 2013
Basic Training: Tools for Building Financial Partnership
National Financial Therapy Conference, Lubbock, TX

May 28, 2013
Establishing a MoneyPeace Account
Free Webinar 

May 21, 2013
Understanding Your Tax Forms
Free Webinar

April 8, 2013
Managing Money in the Real World
Middlebury College

December 8, 2012
Honoring the Spirit of Money
Nan O'Brien's "Time To Transform" Seminar
Hampton Inn, Colchester, Vermont

November 10, 2012
Streamline Your Finances
Senator Leahy's 16th Annual Women's Economic Opportunity Conference
 Vermont Technical College - Randolph, VT