Blogs &
Here is a selection of blog posts that delve into money, aging, financial instruments, family dynamics, and whatever else I’m thinking about. Read about best practices, tools, and Hurricane Jackie (Mom) who’s still rockin’ it at almost 98.
Posts

Now Available:
Wish, Want, Will Workbook.
The Wish/Want/Will exercise is a combination of coaching exercises I’ve been doing for more than two decades. It’s built using parts of concepts and exercises from several sources, as well as some “homegrown” ideas I’ve used with clients I’ve coached through the years. At its core, the Wish/Want/Will exercise is about getting in touch with what we want to accomplish versus what we say we want to accomplish.
This workbook will guide you through using each of the sections: Wish, Want and Will. These sections represent the wishes you make to the Universe, the plans you put into place to work toward achieving those wishes, and the sacrifices you are willing to make in pursuit of them to ensure your success.