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What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?

December 25, 2024 | Financial planning

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

Block Woman gazes at a wall calendar with a beach scene and a date circled on the calendar page.

Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

December 11, 2024 | Financial Independence

“When can I retire?”“Can I retire when I’m 55?” Our clients, many in their 30s or 40s, ask us such questions all the time. The thing is, if all you

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Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024 | Financial planning

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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Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio

November 13, 2024 | Investing

What if you didn’t have to save more than you already are, if you didn’t have to change what you invested in…and you could still get more money out of

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What It’s Like to Work with Flow: The Annual Renewal Meeting

October 30, 2024 | Financial planning

Most people have no idea what working with a financial planner is like. Every prospective client I speak with has questions about what it’s like to work with us at

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Meg’s Musings: On Being a Financial Planner

October 9, 2024 | Financial planning

Back from several days in San Francisco—celebrating my wedding anniversary, admiring a friend’s potato-shaped dog, meeting with a handful of clients, enjoying the hell out of San Francisco, and generally

Let us identify and explain the important issues for you

Sign up and get relevant discussions about money in your inbox twice a month.

The latest blog Posts

What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?

Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

Top 11 Reasons that People Reach Out to Us for Financial Planning Help

Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio

What It’s Like to Work with Flow: The Annual Renewal Meeting

Meg’s Musings: On Being a Financial Planner

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