We are all emerging from the first “stage” of quarantine. We are also all starting to realize that, contrary to what I assumed back in March, this is all going to take a lot longer than just a few months to fix.
I offer up these thoughts on spending in the spirit of: If it helps, I am happy. If this is not the right time for you to think about such things, please ignore them! The internet is wonderful (and terrible) in that nothing ever disappears. Come back later if you want.
Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth year has been, by most objective standards, amazing. And I love writing, especially about myself. Yet I have struggled to write this post.
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.Read More
