Insights
Years of writing live on this page, and conversations live on the Emotional Balance Sheet Podcast page. Start with the three questions below. They're the ones families ask me most, and each one pulls together what I've learned. The full archive sits underneath, newest first.
Featured Posts
Lessons in Love and Life: A Divorce Lawyer’s Guide to Thriving Relationships
Discover expert relationship advice from divorce lawyer Jim Sexton. Learn practical steps to enhance communication, balance humility and confidence, and strengthen personal connections for a thriving life.
Financial Reality Through an Unfiltered Lens: The Honest Instagram
Ever wondered what Instagram would look like if it showed the real financial stories behind those perfect snapshots — the bills, budgets, and sacrifices — and how it could transform our understanding of wealth and financial planning? Read on for more…
How a Financial Planner Can Help You
In today's complex financial landscape, securing your financial future requires more than just investment advice. A skilled wealth advisor serves as your trusted guide, helping you navigate through life's various stages and challenges while ensuring your long-term goals are met.
Helping Parents & Families Change Their Systems
Discover the transformative power of aligning your financial strategies with your life's purpose and how this could be the missing link in your journey toward financial success.
