A Planner’s Diary

Like many passionate advisors, I spend much of my free time thinking about planning and about my clients. Inspiration and opportunity for reflection live in the everyday moments at this intersection. This Diary, so I choose to call it, is a monthly collection of things I’ve mused on, experienced, read, listened to, watched, or sang along to that feel worth sharing for their relevance in financial planning, or simply because they brought me joy. I hope you find some amusement, maybe learn a thing or two, and get to know me a bit better along the way.