2016 Financial Goals – March Update

Welcome to my first financial goals update for 2016. I like this napkin-drawing from Carl Richards, because it’s very true.  All plans are basically a set of assumptions (since nobody knows what the future will bring).  This doesn’t mean plans…
2016 Financial Goals

Happy New Year! With a new year brings some new opportunities but when it comes to financial planning, looking into the future, I’ll be the first person to acknowledge it’s the process of planning that is important – not the…
2015 Financial Goals – June Update

Over the last couple of years I’ve posted our financial goals on My Own Advisor.  I do this because: I believe all goals should be clear and transparent, I believe all goals should be realistic, I believe all goals should…