Internal Financial Planner Monologue
A couple years ago, I moved to a largely fee-only financial planning model; more specifically, a fee-first planning model, as my clients would, over the course of a one-year engagement, implement solutions with my team once we had established both trust and need.
My Favorite New Year Coaching Exercise
I got excited when I realized I’d be able to share my favorite coaching exercise with a large audience this year. I don’t claim originality for this exercise; I just know it works. It’s an amalgamation of multiple list-making exercises I’ve borrowed from people like Barbara Sher and Jack Canfield.
What Price Ambition?
It was a Sunday, and at about 7:30 a.m., I received a “Got a minute?” text from a protégé, client, and friend. I first met her when she was in her 30s and her kids were little. Now she’s 50, launching young adults, navigating a demanding, well-compensated career, and processing post-divorce trauma. (There’s something “magical”--note the sarcasm--about the two-year mark post-divorce. Maybe I’ll tackle that another day.) This woman—my friend--considers herself a hard-fought success.