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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.
Personal Finance
Tuesday Tips: What Financial Freedom Really Looks Like—And How to Feel It
What is financial freedom? It’s more than money. Learn how to define and feel financial freedom, especially in life’s next ...
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