17 Jul 2015

Posted at 09:59h in The Friday Brief by
We all have our to-do lists, whether on scraps of paper or some digital device. They contain the usual stuff like groceries, leaking faucets needing repair, and dinner parties to plan. But they also contain what I'll call 'big heavies.' Those to-do's that invariably find their way to the bottom of our lists that take root there for months or years. Big heavies are things like life insurance planning, writing or updating wills, and moving to a better financial advisory relationship. We absolutely understand how tremendously important these things are when we think about them, but those thoughts are so quickly eclipsed by more immediate thoughts like getting those steaks for tonight's dinner party.

08 Feb 2013

Posted at 13:43h in Briefs about our Process, The Friday Brief by
Every person you admire, living or dead, achieved their esteemed position through a series of decisions, readjustments, recalculations, restarts, and a fortuitous helping of what we call ‘being in the right place at the right time.’ Each one undertook a journey, but before the first measurable step was taken, they asked a question – what if . . . ?