I like to keep things simple. Not so simple that I don’t take advantage of the tools that can help improve the financial well-being of the people I work with. But simple so that you know what you’re doing when it comes to your finances and you know why.

When I first meet people and we’re both deciding if we would like to work together I ask them five questions. These five questions accomplish two things. First, these questions are a conversation starter. Most people I work … Continue Reading