Tears of Joy from a Teaching Tool

Tell someone to get onto Client Access and start using it and they might look at you like you’re suggesting they take the next SpaceX ride. There’s a reason for their fear. Navigating an unfamiliar website can feel a little like you’ve landed on a new planet. Careful, don’t touch that! It might explode! Of course, there’s no button inside Client Access you can accidentally click that is going to undo all the financial planning work you’ve done together.

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Valentine's Tribute to Our Clients

We say it. A lot. But it's worth repeating. Actually, it's worth shouting from the tippy top peak of our roof: WE LOVE OUR CLIENTS!!! If you were Jerry Maguire asking, "Who's coming with me?" ... we'd grab our bags and follow you. If you were Leo on the floaty crate in the icy water trying to let go, we'd keep holding on. If you were Thelma, we'd be your Louise. That kind of love.

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Tired of Repeating Yourself?

There are days when I wish I had a science-y, futuristic hologram of myself programmed to repeat those most common phrases to come out of my mouth. Honestly, this happens more in parenting than in business (i.e. "Pick up your dirty socks!" "Take your dishes to the sink!" Bring your bike in from the driveway for the love of ....").

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