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Is this YOU?!🤔

Is this YOU?!🤔

Imagine two people with very similar lives. Let’s call them Bill and Ted. Bill and Ted are both busy professionals with demanding careers. Both are married and have two kids. Both are actively involved in their communities and in their kids’ activities. After they’ve...
Do what is meaningful

Do what is meaningful

Welcome to this next segment in a series of autobiographical blogs I’m calling; ‘How to start a Lifestyle Financial Planning business from scratch’. If you are new here, welcome! For context, it would make sense for you to start with part 1 – which can be found by...
The Boatman

The Boatman

Welcome to this next segment in a series of autobiographical blogs I’m calling; ‘How to start a Lifestyle Financial Planning business from scratch’. If you are new here, welcome! For context, it would make sense for you to start with part 1 – which can be found...
Your Move

Your Move

This is part 9 of a series I’m calling ‘How to start a Lifestyle Financial Planning business from scratch’. If you are new here, welcome! For context, it would make sense for you to start with part 1 which can be found by clicking HERE. Last week I explained why I...