I was recently on an introductory consultation call with a prospective client. We were discussing her financial future and how I might be able to best support her right now. We had reached the portion of the call where I typically ask what their goals and vision for their future life is. In this instance, […]

What do I want?

Life is all about finding a delicate balance between priorities. work v. play sleep v. binge-watching Tiger King eating your veggies the day after a night out on the town. It can be hard to know when to indulge and when you need to exert some control. The same is true of your finances since […]

Balancing Conflicting Financial Priorities

So, we’ve all read those doomsday articles before, right? Kids cost you $3 million dollars each by the time they’re 18 years old. That’s obviously assuming that you’re raising them to today’s high standards, i.e. they’re enrolled in the best childcare available, they participate in every imaginable extracurricular activity, you’ve enrolled them in expensive summer […]

The Subtle Ways Kids Affect your Finances

2020 Goals So I’m going to depart a bit from my normal, money-focused content and talk a bit about my goals for this year. I already discussed how I’m getting a bit of a late start on my goals this year, so here I am posting this in mid-February and not caring one bit that […]

2020 Goals

I think a lot of us are operating on autopilot. We make life choices– big and small alike– based upon what our family expects, what society tells us is acceptable, and what “good, responsible” people do. Have you ever taken the time to question why you’re doing what you’re doing? Is it possible that you’re […]

What do you value anyway?