
How I Approach Investing With My Clients
With so many options and investing styles, how do you make sense of it?
Read Article

I'm a Financial Advisor — Here Is How I Organize My Bank Accounts
Being intentional with your money means paying attention to it. Directing it. Thinking carefully about how it flows into and out of your life. Being thoughtful about how you organize it. This banking structure can get you there.
Read Article

13 Myths About Working With a Financial Advisor
Let's talk about the myths surrounding financial advisors and get the real story.
Read Article

Why I Don't Own a Credit Card
I know, I'm a total weirdo and most people can't understand how I can function as a human on planet Earth without credit cards. After all, 83% of people aged 30 - 49 own a credit card and over half the households in the U.S. carry credit card debt so I must be missing out, right?
Read Article

How Financial Planning Helps you Enjoy Life Right Now
Financial planning is not necessarily the fancy office, the guys in suits and the magic retirement number on the mountaintop. It can be a way to shape your life right now to give you more time, more income and more joy.
Read Article

The Value of Separating Your Identity from Your Business
I believe more than ever that there is great practical value in separating your identity from your business. Here's why.
Read Article

Why Entrepreneurship is the Third Pillar of Wealth
There is more than one path to building wealth. Here's why I think entrepreneurship is a worthy component of your strategy.
Read Article

7 Everyday Ways to Use Your Financial Planner
Money is a tough subject for a lot of us. It's hard to talk about. It's hard not to feel stressed out about it. It's hard to ask for help. All these feelings are natural. But they can also hold us back from making progress.
Read Article