Stable marriages finance families; financial disputes disrupt. 43% of first marriages fail in America. As a widower and divorcee…
Divorce Planning Challenges
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Fundamentals of Planning Articles
Financial Life Planning and Homelessness
Liberals explain homelessness with low wages, racism, violence, mental illness and drug/alcohol abuse and they prescribe increasingly…
Financing Home Care in the Santa Cruz Mountains
As a paraplegic planner, I have faced the need for part-time in-home assistance while simultaneously having the CFP financial expertise.
Financial Therapy: On the Couch for your Planner
With culture and psychology preceding economics, we ask if money brings clients freedom, power guilt, social connection…
Financial Coaching: Helping You Budget and Meditate to Meet Life’s Worthy Goals
I help money deniers consciously track their finances so they are awakened. Find out why this is one of the single-most powerful tools I use.
Fiduciary Compensation
Compensation on the retainer method falls in line with the CFP Board’s standards of “duty of care” and “duty of loyalty.” Learn about the advantages of this method and why I choose to be fee only.
Planning for Bliss: Marriage, Housing, Children, and Education
Planning for future moments is what makes them possible and all the more enjoyable. What goals have you set that we can help you accomplish? Read on as I describe how life planning makes it all possible.
Divorce: Financial Causes and Consequences
Going through a divorce is laden with heartbreak and disagreement. Find out how you can navigate a divorce with sound finances as we lighten this burden for you.