Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

Block Woman looks at a white paper with a handwritten list of to-do items.

Are you at peace with your financial to-do list? Or are you a human being?

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Meg’s Musings (Inaugural!)

One of the most wonderful parts of being a personal financial planner is that I get to see inside the lives and heads (and neuroses…of which I have my fair share, too) of lots of people. My clients share a touching amount of their lives with me. I try quite hard, indeed, to cultivate a relationship and environment in which people feel comfortable doing that. I believe the fleece jacket goes a long way.Continue reading