Unconditional Positive Regard in Financial Planning
When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the…
Category: Career
Balancing Parenthood and Financial Planning
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what…
What Do Firms Really Look For in a New Hire?
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to…
Solving Problems Both Big & Small
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save…