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

 I work in an industry that talks about value all the time. I hear things like “ What is the value of my portfolio?” or “what value are you adding?”

Yesterday I was reminded by Shane Gibson of closingbigger.net  that so much of how we experience the world and what value we place on those experiences is based on our own personal values. And, if we understand our values we make better decisions.

I think he’s right. If we know and understand our values, we know … Continue Reading