Olivia Mellan's Cover Article in Investment Advisor

Olivia's cover story in the August 2010 publication of Investment Advisor, Majority Report, A New Approach to Advising Women, invites women into the planning process. Here are a couple of excerpt from the article:

...Studies continue to show that women are less financially confident than men, despite decades of effort put into making them more comfortable with money and investing...

...Over the years, it's become clear to me that helping women take charge of their money does more for their self-esteem and sense of inner serenity than years of therapy focusing on peripheral issues. Still, the proportion of financially knowledgeable women..."

Read more...

Hire Olivia to energize your events!

Video: Exercepts from Olivia's events where she explains how to maximize your relationship with money and how to remove money conflicts from your life...

Learn about money and relationships... Take a teleclass!

Olivia offers four-session teleclasses - Teleclass 101: Money Harmony for You and for Your Clients (for therapists, coaches, counselors, and financial professionals), and Teleclass 102 — Men, Women and Money: Bridging the Gap (for everyone interested in relationships) will be starting up again in September 2010.

Find out more about our Teleclasses - description, dates, times, cost, etc.

* 101: Money Harmony for You and for Your Clients
* 102 — Men, Women and Money: Bridging the Gap
* FREE audio clips from past teleclasses

To arrange a private teleclass for four or more participants at a convenient time for you, email Olivia

Passing It On - Dealing with Wealth and Inheritance Management

Olivia has been leading two to three-day retreats across the country, to help parents and their adult children facilitate deepening communication between the generations. These retreats help each generation clarify their values and goals around inherited wealth and the impact they want to make on the world and on their family and friends. In addition, these events have been tremendously successful, heartwarming and fun(!) as they create a safe climate for participants to become good stewards of inherited wealth, and for the parents to communicate their emotional legacy as well as their financial one.

Read Passing It On to find out more of Olivia's thoughts about these retreats...

Email Olivia with any questions you may have about these retreats...

Take Olivia's Money Personality Quiz!

UPDATE: The results for the quiz are much more comprehensive, offering more insight into your money personality type. Even if you've already taken the quiz, why not take it again?

What's your money personality style? Are you a hoarder? a spender? a money monk? an avoider? an amasser? Take Olivia's Money Personality Quiz from her first book, Money Harmony (a/k/a Your Money Style) and find out how much of each of the first 5 money types rule your actions and attitudes.

Take the Quiz!...

Olivia's Latest Publications

Overcoming Overspending: A Winning Plan for Spenders and their Partners, by Olivia Mellan and Sherry Christie, has been revised and updated, and is available on this site.

The Client Connection: Helping Advisors Build Bridges That Last, by Olivia Mellan and Sherry Christie, is a compilation of Olivia's best essay columns from Investment Advisor and Wealth Manager for financial professionals.

Order your copies now!

Recent Anthologies featuring Mellan's work

Peak Vitality: Raising the Threshold of Abundance in Our Material, Spiritual and Emotional Lives, edited by Jeanne House. Olivia's chapter on Money Harmony is the only money-related chapter in this wonderful book. Other experts include: Mehmet Oz, Deepak Chopra, Wayne Dyer, Eckhart Tolle, Caroline Myss and Dean Ornish.

Love Book: The 50 Mosts Trusted Experts Reveal their Secrets for Relationship Success, by Scott Braxton.
Olivia's work is featured in the only money-related chapter. Other experts include:Tony Robbins, Dr. Phil, John Gray, John Gottman, Leo Buscaglia, Harville Hendrix, Harriet Lerner, Marshall Rosenberg, and Jonathan Rich.

Order Peak Vitality, or Love Book, now!