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Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Meg’s Musings: Managing Your Finances Is Hard.

Sometimes Meg’s Musings are just a random collection of thoughts I’ve had, without a unifying theme. Other times, I intentionally sort through my musings (which yes! I write down when
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Block Woman surveys 3 piles of coins next to 3 objects: a building; a car; a dog.

Save Up for Big Expenses Ahead of Time. It Forces You to Prioritize Your Goals.

This last March, I took my family on a trip to Europe (London and Paris), a trip that I’d first envisioned in January 2020. Enter pandemic, recovery from pandemic, negotiation
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Block Woman stands at the start of a blurry game board of Life.

How Much Can You Safely Spend from Your Investments?…for the Young and Financially Independent

You have millions of dollars. You’re 40ish years old. You’re financially independent. At least, you think you are. But that all depends on not taking too much money out of
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Block Woman with colored squiggles symbolizing incredulity gazes at a lit number 8 birthday candle atop a miniature white birthday cake.

Reflections on 8 Years of Flow

I ended my reflections on my seventh year in business with this: ​​I am excited to slow down. I am excited to not grind. I am excited to focus on
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A brown puzzle piece is lodged behind the top of Block Woman's head, represented by the highest angle of the triangle-shaped pink block.

What is Financial Planning? A Few Analogies to Help You Understand

What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was!
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Reflections On 6 Years of Flow

May 9, 2022
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