Unsexy Finances for People Solving Important Problems
I’m thinking of changing my firm’s tagline to “Unsexy finances for people solving important problems.” A friend of mine pointed me to this LinkedIn post: And it got me a’thinkin’.
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Why You Might Want A Professional to Manage Your Investments
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After two years of annual client-feedback surveys, I have learned two important things: I suck at writing client-feedback surveys. Talking with a financial planner who really knows and cares for
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Top 11 Reasons that People Reach Out to Us for Financial Planning Help
Do you recognize yourself in any of these situations? While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons
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You really really want to do Your Thing. Are you simply waiting for permission? (Video)
January 8, 2019