One of the things that frustrates me most about financial planning and financial planners is that it seems we’re simply in the business of helping people accumulate more. More of everything—cash, stocks, bonds, mutual funds, houses, cars, collectibles and other belongings. Indeed, how many financial success stories are based on depictions of households who have LESS this year than last? If anything, the financial industry may be in the business of inspiring a spirit of greed—albeit in the guise of commercials and marketing slicks with beautiful, ageless smiles in ideal settings typically involving sailboats, golf courses and vineyards. Come pay us to help you get…more.
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