Planning in Motion | An Introduction
To borrow a few words from Oprah’s inspiring Golden Globes speech, “a new day is on the horizon!” and I hope she’s right that 2018 will bring renewed positivity for so many of us who’ve been a little trampled by 2017.
For me, 2018 means that Planning in Motion is finally live (!) and after months of preparation, I couldn’t be more excited to continue the work of helping clients make smarter financial decisions. Since I tend to stay far away from any spotlight, it’s taken a little extra grit to start shouting from the rooftops, “Hey, I’m doing this now!” But here I am: an independent Registered Investment Advisor, CFP®, Fee-Only Financial Planner, and Fiduciary helping clients make smarter financial decisions.
The blog is another beginning. Now that I’ve completed the first awkward post, I’ll continue highlighting interesting money stories from across the web. I realize not everyone is as much of a finance blog junkie as I am, but there’s just so much good content getting published– it’s worth reading whether you’re ready to work with a financial planner or not.
And whatever your own goals/resolutions/intentions for 2018 may be, my hope is that you continue progress toward them. As always, if you’re looking to get your financial life in order and would like some professional guidance, I’m happy to chat.
Links of Interest
- The Wall Street Journal did a quick review of timely Financial Resolutions for 2018 that you may have been neglecting– including protecting your financial data and getting disciplined to avoid complacency in your investments.
- Get back to the basics by learning how to calculate your net worth from Get Rich Slowly.
- A primer on what to look for in a Financial Advisor from Lifehacker TwoCents. *pats self on back*
- And one more from Lifehacker TwoCents about your money story and how to change it.