Financial Planning for Geeks

What You Earn: The Forgotten Lever of Financial Life Planning

September 15, 2020 - Financial Planning

In my time as a Financial Life Planner, I covered just about every topic under the sun: death, disability, having kids, taking care of aging parents, beliefs and habits around money…you name it. I had to get used to having honest conversations with people about how much money they make, too. Yes, what you earn is a critical component of [...]

Do I Need a Financial Planner or a Financial Coach?

August 13, 2020 - Financial Planning

Everybody deserves solid financial advice, and I truly believe just about anyone can benefit from it. But how do you decide if you need a Financial Planner or Financial Coach? Read on to find out… [...]

Examining My Racism and Gathering My People

July 15, 2020 - Potpourri

Friends, it has taken me far too long to admit it, but I’m a racist. I don’t want to be, but there you have it. [...]