Life & Purpose
GPS, map, or compass
What getting lost in Atlanta taught me about retirement
August 2026
My client’s recent check fraud experience
And steps you can take to protect your financial privacy
July 2026
The stranger you’re planning for
Your plan was built for someone you used to be
June 2026
What you bring into the meeting
Most planning conversations start with the portfolio. Yours probably shouldn’t.
The portfolio you’re not managing
Why your second retirement portfolio matters more than your first
April 2026
What your pilot knows about communication
A simple analogy for what good advisors actually do
March 2026
Life doesn’t wait for your plan
What a client’s story reminded me about time
Spend your time before you spend your money
Because money without time is almost worthless
February 2026
Our scars and the stories they tell
The invisible marks that shape how we think about life (and money)
January 2026
The two kinds of regret
One starts with a big “R” and the other with a little “r”
December 2025
Recent client projects - December 2025
A glimpse into what I’ve been working on lately
November 2025
Expectations vs. reality: why most advisor relationships fail (and how to fix yours)
How to start off on the right foot with a new advisor (or any service provider)