I love to read. And right now, I love reading Ann Patchett. I have been on a deep dive of her books and have either read or re-read her entire…
Just like no one can predict the timing of the market, neither can illness or death be predicted.
Coach clients on their financial behavior by understanding BeFi and having impactful conversations.
Get to the heart of your clients’ financial priorities without making them feel judged.
When it comes to financial planning, we want to focus on the things we can control while managing our exposure to the things we can’t.
The next few articles will be about something I call the Goals-Based Construct. It’s composed of three phases—Dream, Prioritize, and Plan. When meeting with clients, especially new clients, this three-step…