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 […]
