Category: Uncategorized

Avoid Breach Fatigue: Plan To Protect Your Identity

September 15, 2019 Fatigue: weakness caused by repeated forces, conditions or exerted efforts over time. Gradually, strength, alertness or resolve to resist diminishes.  The results of fatigue are mechanical failure, capitulation, or indifference.   Think of repeatedly bending a paperclip back and forth until it breaks, the way an ill-prepared sprinter physically falls apart during … Continue reading Avoid Breach Fatigue: Plan To Protect Your Identity →

#Therapeutic: A Part of Financial Life Planning Grammar

No matter what subject I teach or concept I explain, I start with definitions and grammar.  A definition “states or expresses the meaning of a word or the nature of something”, whether that “something” is abstract or concrete.   Grammar has several definitions, however the definition of interest for the purposes of this discussion is “a … Continue reading #Therapeutic: A Part of Financial Life Planning Grammar →

Diversified Planning Solutions Mentoring Forum: Join Us, March 7, 2019

Working with Women as Clients Where: Online (Zoom) When: Thursday, March 7th, 2019 Time: 12:00pm-12:30pm What You Can Expect The mission of the Mentoring Forum series is to empower, educate, and illuminate individuals who are interested in the Financial Planning industry. At each forum an expert will discuss a topic in the field of financial planning with the … Continue reading Diversified Planning Solutions Mentoring Forum: Join Us, March 7, 2019 →

Diversity in Financial Planning Starts with Understanding History…

Posted February 17, 2019 There are several reasons for the wealth gap between White Americans and African Americans.  I have been fortunate to have relevant, authentic conversations with several financial planning professionals that acknowledge the need for a deeper understanding of cultural differences that inform the way that various people groups manage their finances, professional … Continue reading Diversity in Financial Planning Starts with Understanding History… →