11 Things I’ve Learned as a Financial Planner
Being a financial planner comes with incredible privilege. You get an intimate look into the lives of people who can start out as total strangers and transform into being one of the most trusted persons in their life. I hear about people planning for kids before they tell others. I hear about the depths of […]
Kindness Financial Planning Turns 3 – Reflections from the 3rd Year
I’m celebrating Kindness Financial Planning, LLC’s birthday on December 9! The business turns three this year. The best word I can come up to describe this year is surreal. Like I’ve reflected in year 1 and year 2, building a business is still hard. I still ask myself, “Am I doing the right thing to […]
9 Lessons I’ve Learned About Death and Money
My dad died in July of 2023. These are the 9 lessons I learned about death and money during his 7 year battle with Stage IV Lung Cancer, increased cognitive impairment, relapse after 20 plus years of being sober, his death, and life post-death. As a financial planner, I’m privileged to be alongside people as […]
Kindness Financial Planning Turns 2 – Reflections from the 2nd Year
NY Times feature
What Is It Like Working With a Virtual Financial Planner?
What is it like working with a virtual financial planner? For many people, it can be a new experience. They may be used to going into their financial planner’s downtown office, in a crowded city, with cramped parking, and rush hour traffic. The office may be a little too sterile or fancy, devoid of any […]
Kindness Financial Planning Turns 1 – Reflections from the 1st Year
Kindness Financial Planning, LLC turned 1 on December 9. I have learned many lessons over the past year. Building a fee-only financial planning firm is rewarding, challenging, frustrating, tedious, educational, soul-crushing, and spirit-lifting. People were not lying when they said entrepreneurship is filled with the highest highs and the lowest lows – sometimes in the […]
What I’m Thankful for in 2022
It’s that time of year many people take a moment to reflect and ask themselves, “What am I thankful for this year?” It’s also a time people may want to practice gratitude. Their acts of gratitude may be as simple as keeping a thankful journal or inviting a friend to a meal. Those small acts […]
7 Reasons You Shouldn’t Hire a Financial Advisor
I’m a financial advisor, and I’m going to share 7 reasons why you shouldn’t hire a financial advisor. It’s not a trick. There are situations where it doesn’t make sense to hire a financial planner. Although most people filter themselves out prior to contacting a financial planner, I’ve told people they are doing a good […]
Why I Became a Financial Planner
My path to becoming a financial planner is boring compared to many others. This isn’t my second or third career like it is for many others. I know financial planners who started as musicians, served in the military, and worked in sales before transitioning to this wonderful career. My story involves a family member helping […]
