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
Thanksgiving: A Time to Reflect on Purpose and What Truly Matters
Thanksgiving is more than a time for gratitude—it's an invitation to reflect on what truly matters and whether your life aligns with your purpose. Paul Fenner of TAMMA Capital explores how meaning, family, career, and legacy intertwine, offering actionable steps to structure your life and finances around your core values.
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.