#financialplanning | Wealth Engagement

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Apr 193 min read

Don't Judge a Book By Its Cover

A few years ago, I was sitting in the last row of the plane with my son Henry. Next to me sat a very large man from Boston. We started...

Apr 113 min read

Moon Blocks the Sun

Driving to Macon, GA, wasn’t my ideal way to spend my Saturday morning. But I was on an important mission. To pick up Alexandra and her...

Feb 233 min read

Be the hero of your own story.

Part 1/5 My career trajectory, much like a Hero's Journey, unfolded in unexpected ways, offering valuable lessons along the way....

Oct 13, 20232 min read

Welcome to New York

For Fall break, I took the girls and their friends to NYC. Taylor Swift wrote the song Welcome to New York when she returned to New York...

Jul 20, 20232 min read

Wildcats

When we moved to Texas, I quickly learned folks who prospect for oil are called Wildcats. They are excited to explore. They keep digging...

Jun 2, 20233 min read

Sirens and Sorrento

Starting out in marketing my business, I tried everything. I was an expert editor for Nerdwallet I did a weekly news program on money I...

May 4, 20232 min read

“Ninety percent of success in life is just showing up.”

- Woody Allen After a terrible night’s sleep, worrying about everything possible: kids, money, the stock market, I woke up at 4:30 am and...

Mar 31, 20233 min read

Rich Mom, Poor Mom

A year before we moved to Atlanta, we were living in Houston. I played with the idea of leaving investment management and working at a...

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