Impact Measurement

Latest From The Pro Bono Path

The Advice I Decided Not to Give

Why financial triage sometimes matters more than sophisticated planning. A few weeks ago, I signed up for a CFP® compliance session offered through the Financial Planning Association (FPA). It landed in the middle of a quick family vacation, but we were only about two...

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Building Something That Lasts

Last month, I wrote about patience, about volunteering to assist with free financial planning, about being ghosted and being impatient. The opportunities would come, I hoped, just not overnight.  As an update, the patience paid off, and the pro bono program is...

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