If you’ve ever let Netflix auto-play several episodes of a show before, you’ve seen a variation of the image above. It’s the unofficial signal that you’ve entered “binge mode”. Streaming content platforms, like Netflix, popularized binge-watching by giving us access to entire seasons or series instantaneously. To say that we’ve taken this access and run…
CERTIFIED FINANCIAL PLANNER™ practitioner
Your Financial Plan is a Compass, Not a Map
When working with new clients at our firm, one of the biggest misconceptions we immediately dispel is that a financial plan will be some hundred-page leatherbound tome. Even just a mental image of such an elaborate document implies a degree of precision and permanence that is neither possible nor realistic. Don’t get me wrong, a…