Blog

We're just over halfway through 2025 (already!), and there have been many changes on our end in how we are working with clients and expanding foundational financial knowledge.

Most of you have virtually met Lindsay, my executive assistant.  She has been invaluable over the past 12 months.  Her contributions have allowed for more time with clients, exploring new software options and examining how we are planning for clients.

Most of you have also met the new planning software that I transitioned to in February; it has a much better online presence, and better report production than my previous software.  The accuracy is equivalent to the previous program.

In addition, I am offering a DIY planning software, for those who would like to manage their plan more independently.  I have had past requests about a software that would allow clients to make adjustments on their end, such as changing a retirement date by 2 years, or updating a savings amount, to see what would happen.  There is now a software that I believe offers enough accuracy and capability to do that.  You can find that software here.  There is a monthly subscription fee of $12.97 after the 45 day free trial period.  When you need to book an individual meeting with me, you will let me know, we will invoice for planning in the usual way, and I will use your information in the DIY platform for your planning.  This DIY software has been used most often by clients who have completed a full plan with me and are now looking to maintain their plan.

I have released a new podcast season.  I’ve Heard Worse can be found wherever you find your podcasts.  This season focuses on the foundational questions that clients ask, how I plan for clients and why planning can have a meaningful effect at any stage of your finances.

I have started writing on Substack.  The space on my website works well for posting, but has a different visibility and interaction potential than Substack.  You can find Financial Foundations here, and if you use the DIY planning software, there is a link to Financial Foundations Community there.  The Substacks are similar to each other; in the Community, I will add extra content on a monthly basis for the software subscribers.

Our goal is to continue to provide individual customized planning; giving options to work independently when you choose to; expanding general knowledge about what financial planning should be and how it can improve your finances and relationship to your money.