What’s In It For You?

What’s In It For You?

What To Expect From A Financial Advisor Does it feel like a dentist appointment or a valued partnership?  Does your advisor ask meaningful questions?  The person you hire to handle your finances should do more than manage your money. Before you skim the list below,...
What’s Your Desired Future State?

What’s Your Desired Future State?

Get clear about where you are.  Are you looking in the past?  If so, how does that serve you?  The important point here is to gain clarity about the big picture so you can cope with the unexpected. Life happens. 2020 happens. Be specific but flexible when you think...
Why Is Money Important To You?

Why Is Money Important To You?

Here are the top 3 responses I receive: security, independence, and freedom. Even though this is a start, and we have to start somewhere, these sound like unquantifiable goals.  I’m looking to uncover the feeling behind those goals and the emotions you believe will...