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 my...
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...