Financial Planning

Goals, Mission, Purpose, and The Good Life

The future of financial planning, as I’ve shared before, is going to extend beyond crunching numbers for retirement. The future of financial planning is going to focus on helping clients align their finances with their values—and that future is here. This week’s visual, inspired by Jack Butcher at Visualize Value, illustrates the process of aligning your goals with your mission,…

Continue Reading

Financial Planning

Getting A Good Start For Young Professionals

My colleague, Thomas Kopelman, created this great infographic for his blog post today–if you’re a young professional (or anyone getting a fresh start on improving your finances) be sure to head over to his blog to see how this actually plays out, but before you do here are a few additional thoughts I wanted to share: Not only does building…

Continue Reading

Financial Planning

Words Of Wisdom For The Side Hustlers

A few weeks ago I had the opportunity to join Kayla Sullivan from Fox 59 to discuss side hustles and what entrepreneurs should consider when setting getting their side hustle off the ground. Getting a chance to be on the local media is always a lot of fun, but they typically are only able to use a very small portion…

Continue Reading

Financial Planning

Momentum

If you look up inertia in the dictionary you will find its definition to be (emphasis is mine) “the resistance of any physical object to change its velocity. This includes changes to the object’s speed or direction of motion.“ Inertia is the glue preventing too many individuals from chasing their dreams, from finding and living their purpose, and from living…

Continue Reading

Financial Planning

Guest Appearance On Chit Chat Money Podcast

Last week I got the chance to join the fellas over at the Chit Chat Money Podcast. I was impressed by what these two young men have been able to build. Brett Schafer and Ryan Henderson are way ahead of their peers–not just in investing, but in the fact they have launched a blog and podcast while finishing up college.…

Continue Reading

Financial Planning

Haircuts & Convos With Roman & Leo

I’ve always enjoyed getting my haircut. For as long as I can remember, I’d go to the barber every two weeks and this a routine I’ve passed on to Roman, Leo, and Silas (well Silas is more on a monthly schedule right now). Since the barbershop is closed, I’ve decided that I will be the barber and take advantage of…

Continue Reading