I have struggled with goals lately. As a financial planner, I’m naturally wired to set goals. An integral part of working with my clients is looking at their goals and the financial ramifications of those goals. In fact, some of the most powerful meetings a financial...
Clients describe the meeting as shocking, even while admitting that they knew it was coming. It’s the financial planning meeting in which we look at their retirement projections to see if they are on track to meet their financial goals. Some couples have figured it...
“I have no idea how we did it back then,” a client couple commented on a copy of their budget from fifteen years prior. They laughed as they remembered their early struggles. They knew that their life had altered over the years, but hadn’t realized how much it had...
In my freshman year of college I had to take the Clifton StrengthsFinder assessment. Two of my top five strengths were “Competition” and “Achiever.” Over the years I’ve had to come to terms with the blessings and curses of being a competitive overachiever. “No matter...
Hannah was asked to guest post on I Am That Lady. The following is the article that recently appeared. It’s that time of year again. Time for the onslaught of perfect holiday decorations, perfect family portraits and perfectly wrapped gifts under the tree. And we...
I once heard Michael Port, a successful author and speaker, talk about goals. He wrote Book Yourself Solid, which was released in 2006 and held the number 2 spot on the Amazon best seller list for three days. That would have qualified as a wild success for most, but...
Some of my fondest memories growing up include Sunday afternoon lunches with the family. My parents, four brothers, numerous cousins, aunts, uncles and grandparents would all get together to have a home cooked meal and enjoy each other’s company. I don’t have that in...
Acting as your own boss and calling the shots while translating original and unique ideas into an income is the epitome of making a living for many people. A friend of mine, thinking her dream was to be an entrepreneur, convinced herself it was the route she should...
You’d much more likely be found perusing books on thirteenth century Scandinavian religious poets than caught even walking near the personal finance section in the bookstore. You break out into hives when you pick up a book on money management. You can hardly...
