President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job – and my first real sense of what I wanted … Continue reading
Category Archives: Holistic Financial Services
2 March 2012
My old Financial Advisor never asked me That!
24 February 2012
Financial Planning is like Coaching Football
Football fascinates me. It’s all the thinking that goes into a particular game, the strategy and the preparation. A coaching staff breaks down an opponent’s strengths and weaknesses and devises a game plan that accounts for its own team’s strengths … Continue reading
24 February 2012
How to Invest your Money
How to Invest: Don’t Make a Mountain out of a Mole Hill How do you invest the money you save? In investing, we want a clear-headed, straightforward approach. Unfortunately, there’s so much information out there — and so much hype … Continue reading
31 October 2011
What is a Holistic Financial Advisor?
I knew I was throwing a curve ball when, years ago, I started calling myself a holistic financial advisor. You just don’t see the word holistic in financial services, and I knew some of my clients would look at me … Continue reading
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