Take Olivia's Money Personality Quiz!

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.

UPDATE: The results for the quiz are much more comprehensive, offering more insight into your money personality type.

Take the Quiz!...

Latest Olivia's Advisorone.com Article

Olivia has published Get Real, her latest Investment Advisor magazine article about advisors helping their clients realistically plan for retirement. Here's an excerpt:

Who Can You Count On?... Much like an emergency cash reserve, Laura's saving grace account is meant to provide security in the face of a challenge, such as the loss of a loved one, financial hardship, a medical diagnosis or a difficult decision. It consists of identifying three to six people who can be counted on for emotional, physical and spiritual support...

Read the entire article at AdvisorOne.com...

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!

* 101 — Money Harmony for You and for Your Clients - (for therapists, coaches, counselors, and financial professionals)
* 102 — Men, Women and Money: Bridging the Gap - (for everyone)
* 201 — Consultation & Supervision - (for those who have completed Teleclass 101)
* 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

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...

Olivia's Latest Books

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!

Anthologies featuring Mellan's work

Peak Vitality: Raising the Threshold of Abundance in Our Material, Spiritual and Emotional Lives Olivia's money harmony chapter appears with experts such as 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 money-related work is featured with chapters by Tony Robbins, Dr. Phil, John Gray, John Gottman, Leo Buscaglia, Harville Hendrix, Harriet Lerner, Marshall Rosenberg, and Jonathan Rich.