Blog

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: […]

Dearly Beloved, We Are Gathered Here

I’m adding to the already crowded blogosphere with the intent to explore the following question: how do we deploy our resources – financial and otherwise — in a way that makes us happy? And how do we do this with eyes wide open to the distractions and detours that lead us astray? It’s one thing […]