Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. It’s not food. People smile because they go, wow, they never thought of it, most people when it comes to food. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. And they said, you should take some time. So, I took the summer off.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130