How do you know whether you’re setting the right financial goals? Goals that you’ll follow through on? Goals that, once achieved, will actually make you happy? Or more secure? Or more fulfilled? There’s one good way to find out. All you have to do is ask “Why?”.Read more…
The Only 7 Investment Decisions That Matter
Posted September 19, 2017
You know that you’re “supposed” to be investing, but how are you supposed to do it right? In this post we’re going to go in-depth on the only 7 investment decisions that matter so that you can focus on what’s important, ignore everything that isn’t, and use investing as a powerful tool for reaching your most important long-term goals.Read more…
How to Make Your Own Personal Financial Plan
Posted February 10, 2015
If you want to create your own personal financial plan, this post is going to help you do it. In fact, I’m going to lead you through the exact process I use when I work one-on-one with clients. So here it is: how I go from not knowing a client to creating a financial plan that allows them to live the life they want.Read more…
Setting Your Financial Goals: A Basic Order of Operations
Posted November 11, 2014
One of the biggest things I see a lot of new parents struggling with is setting financial goals. With so many new responsibilities, it’s often hard to figure out how to prioritize and what to do first. So if you’re not sure where to start, here’s my take on how to prioritize all of your different financial responsibilities.Read more…
