Top Seven Reasons Why Your Financial Life Is A Mess

While there are some who breathe the rarified air of having their financial lives totally together, most people struggle. Your degree of struggle might range from small—not being sufficiently organized—to complete and utter meltdown. In the messier situations that my clients have faced, I see seven recurring themes. The good news? They are recoverable with… Continue reading>

Arrogance And Ignorance—Dangerous Money Mindsets

James is a 36 year-old surgeon who had just completed multiple Fellowships—his career was just beginning to flourish. He was quick to wax poetic on his love for his wife, his three kids, his work and his motorcycles. “As this is our data gathering meeting, we would like to understand about your insurance protection so… Continue reading>