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Holistic Financial Planning is Pleasant !

The title of this post is a possibility, that holistic financial planning can be fun!  But in my experience that is almost, without exception, a myth.  Because holistic planning involves frank discussions of the following not-so-fun topics: Death– I ask my clients to complete a Life Expectancy calculator.  Approximate longevity is essential for Social Security …Read More


Christian Financial Planning

The title of this post asserts nothing so it is more of a contradiction than a myth.I know. I’m tugging on the tail of a hungry & rather grouchy lion. But this blog is intended to be controversial and challenging.  What could be more controversial and challenging than religion and money?  Case in point is …Read More