The Best Financial Organizer

The Best Financial Organizer

The best financial organizer is that one that works.  I’m fond of saying that I’d rather be useful than brilliant. Meaning, I’m way more effective at getting my message across when I’m honest and vulnerable, versus when I’m using a bunch of jargon to make myself...
Your Money, Your Goals: How to Get What You Want

Your Money, Your Goals: How to Get What You Want

When you think about your money and your goals, do you feel you have ownership of them?  Many of us feel like we’re living on someone else’s terms, and someone else’s rules. And life is both too short, and too long to do that. You and I have enough time to do...