A Financial Medley: Let’s Dance (David Bowie, Style)

A Financial Medley: Let’s Dance (David Bowie, Style)

I thought I’d wrap up this current love + money series with a little David Bowie. Specifically, his song, “Let’s Dance.” Yes, that funk-based love song from the 80s. There are like a bazillion songs in the world, yet this is the one that popped to mind when I thought about love + money being: [...]

Are You Having Fun?

Are You Having Fun?

One of the reasons I conduct surveys is to get out of my own head and world. It gives me a chance to see the many facets of money through the eyes of my clients and potential clients, not as I or my professional peers do. It gives me a chance to validate some of [...]

Same Road. Different Lane.

Same Road. Different Lane.

Ooh, I’ve been looking forward to publishing this post for awhile. I’m excited to share some news…I’m excited about what this moment (a year in the making) signifies for the road ahead. I am writing to share a few small, subtle shifts that will impact how I serve you. But first, some context… As I’ve [...]