Testimonials

Clara Hori

"Bari Tessler and her team of Financial Therapists, Financial Coaches and Bookkeeping Trainers are wonderful resources when you are ready to explore the last frontier of personal development: your relationship with money.

Bari currently offers her services live in the San Francisco and Los Angeles area and over the phone for national and international clients. I am taking her Level I tele-class to recommend her services based on first hand experience and to continue expanding that frontier for myself.

Bari is an exceptional guide, with a very well rounded program, tried and true. It attracts the most corageous, authentic and inquisitive constellation of people I've ever met. Actually, I haven't really met anyone, since it's a tele-class and I have to admit that even though my corporate experience included countless hours of conference calls I don't recall ever being that engaged.

Bari knows how to work with groups and has perfected doing it over the phone. This makes the program accessible to anyone, anywhere, while you are driving or in your pajamas.

It's really a blessing to find someone who is willing and able to help us improve our relationship with money with compassion, mindfulness and creativity. Namo namo, I bow to you Bari!"

Clara Hori, Founder - Yogi Incubator

yogiincubator.com

 


 

Linda Packia Raj and Geoff Hansen

"Dear Joetta,

When we bought a car eight years ago, we had the option of a navigation system (GPS) in dash or a CD player in dash. If we chose the GPS, the CDs went in the trunk! We went with the CD player in dash; after all, we reasoned, we always used maps before so why did we need navigation now?

Flash forward five years: Our next car came with a navigation system and a CD player in dash. Suddenly, the GPS was indispensable. New restaurant in SF? Covered. Not sure how to get home from a dark street in Portola Valley? No problem. Need to stop to ask for directions? Never again!

Conscious Bookkeeping has been like that. My husband is in finance already so why would we need help with our finances? We already dutifully worked on the dreaded budget.

However, now that we have been doing Conscious Bookkeeping, it has become indispensable. We have both learned about our unconscious baggage when talking about the budget (which we no longer call "The Budget"). I've learned to use and appreciate Quicken and my husband has learned to translate his numbers so I can understand them. Sessions where we talk about finances are no longer the procrastinated guilt filled hour we both can't wait to escape.

We've learned that money is simply energy and focus, and how we spend it is how we spend our life. The vision of our destination is now clear, so our choices to get there are clear. Our Cherished dreams – my childhood National Velvet fantasy of horse ownership; a family trip to Hawaii paid with cash; owning our home, remodeling our home, golf outings – have all become reality. Conscious Bookkeeping has brought a sense of peace and prosperity to our lives.

Oh, and the name of our budget? We now call it our GPS."

Linda and Geoff

 



 

 


 Genevieve Herraria

"Dear Joetta,

Thank you for the immensely helpful coaching you provided to me over the last three months.

I was at a loss with my finances when I contacted Conscious Bookkeeping. I knew that I was spending way beyond my means and wanted to act ASAP. You provided me with gentle guidance and an integrity filled future.

It took me about two sessions to really be honest with you about what I was ashamed and scared of regarding my relationship to money. I felt so much weight lifted off my shoulders just being able to share those things with you. Those feelings were holding me back and preventing me from my transformation. I am so thankful for the handholding you provided to me, re: categorizing my expenses.

Our session last night provided so much clarity about how I've been spending my money. Thank you for helping me design my Map of Intention! I really needed the boundaries/limits. I'm very excited now that I have my first goal of increasing my monthly cushion. I am forever grateful to everything you've taught me.

Here are just a few of them…

1. Never do anything out of guilt. I will remember that whenever I feel like this, I will use it as a way to communicate with the appropriate person.
2. Always be honest with what I want.
3. Have lots of compassion for myself and the mistakes I've made in the past.
4. 30-day Quicken Challenge.
5. Taking the time to feel what I'm feeling. I love your calming, warm energy.

I am truly going to miss seeing you twice a month but I'm so glad we were able to find a way to at least continue my sessions once a month. "

Love,
Genevieve Herreria
Executive Assistant (San Francisco Venture Capital Firm)

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 Jess Bart Williams

"Dear Bari,

I just wanted to send you another note of thanks. I completed your Level 1 course about two years ago and I cannot believe the difference it continues to make.

My husband and I did our taxes in 30 minutes with a bookkeeper last night. Because we are fully automated on Quicken and our filing systems are straight, we had no stress around filing at all.

You may not remember this, but Arthur and I had several years in a row where we were being audited, but we haven't been in years. Since we started using Quicken, we can easily see Laura at HR Block and she loves doing our work because it all makes sense and adds up. Because we kept our receipts organized, we were able to write off 65% of our total income, and we are getting a huge return.

I recently read "The Feminine Mistake" which is controversial, but really brilliant and well worth the read. As a result, Arthur and I are working together to shelter me in the event of divorce, and we are creating structures to protect the kids' welfare as well. I have actually gone back to school, and I am loving economics.

I listened to the podcast of your appearance on the radio with the guy who has the Green Bank in San Francisco. It was really wonderful. You reminded me of how wonderful my life is because my husband and I aren't basing our life on uncertainty. We don't ever argue about money, and we don't fear the future. We are clear we can create what we need, and we can forecast our breakdowns with accuracy.

I am so grateful that I attended your class and I cannot thank you enough for the blessing you are in my life and the world. I wish that all your dreams come true. Separately, I wish that my dream come true: that what you have taught me touches every other human being on Earth.

I am 38 years old, and for the first time in my life, I think I am getting a taste of what freedom is."

Love,
Jess Bart Williams


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