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Personal Finance
Tuesday Tips – The 1% Auto-Increase Savings Strategy: Pay Yourself First
Use the 1% auto-increase savings strategy to capture your 401(k) match, pay down high-interest debt, and pay your future self ...
Personal Finance
Time vs Money Trade-Off: A 5-Minute Framework to Make Values-Aligned Decisions
Time vs money trade-off, solved in 5 minutes. Use a simple scorecard to buy back time, protect energy, and free ...
Favorite Reads
Values-Based Financial Planning + Apprise’s Five Favorite Reads
Align your money with your values through values-based financial planning—especially after divorce, widowhood, or life transitions.
Popular Posts
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