Planning

If I Had a Million Dollars…Would I Be Rich?

Once I was in a Starbucks with my friend Marie. We were both working at the coffee giant, in the Finance department, and using our employee discount for lattes. The people-watching was free. Marie grew up in Seattle and knew who-was-who in town. While we were talking she nodded to someone leaving the store carrying two […]

Planning in One Page

Colleague and sketch guy extraordinaire, Carl Richards, has a new book called The One-Page Financial Plan. My work is all about organizing, simplifying, and getting clarity around what really matters for you, and a one-page plan sounded awesome. As I often do, I test-drove this process myself and here’s what my One-Page Plan looks like: […]