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Life Planning
What Is Money For? A Deeper Question Behind Your Financial Plan
Money is not only for accumulation or security. A stronger financial plan asks what your money is for and how ...
Retirement Planning
You May Have Enough Money. But Do You Have Enough Life?
You may have enough money on paper and still feel uncertain about what comes next. A stronger financial plan asks ...
Personal Finance
Before You Ask, ‘Do I Have Enough?” Ask This Instead
Financial planning after a major life change should ask more than “Do I have enough?” Learn how money can support ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work