Category Archives: Make a Plan

How do you beat the mid-winter blahs?

As much as I would love to jump on a plane and fly off to the tropics, I need to find ways to beat the blahs much closer to home, in the north, the cold, snowy, blowy north.  It’s still … Continue reading

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Just like a car, the best Estate Plans require Maintenance

Look at that! isn’t she beautiful! We all love the glow of the unmarred, slightly sparkly surface, the shiny hubcaps, the black satin new tires.  Some of us enjoy new car smell, being the first owner, pushing, pulling, and turning … Continue reading

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Step One: Name Your Goal

Daily life is about logistics.  The details of our day-to-day are common to all of us.  We need to get to work, make sure the car has gas, get groceries, do laundry, household chores (both inside and out), and attend … Continue reading

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Lessons from a Career in Planning

My work involves helping people understand what they value, create goals related to those assets, and execute plans for the use of those assets. I’ve approached this kind of planning from a variety of angles. All my jobs have related to planning … Continue reading

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What I learned at my momma’s knee

When I was a girl, my parents both worked outside the home.  They were paid on alternating weeks, so every week, there was a paycheck to distribute.  Before kids, mom was a bookkeeper in a bank, so she handled the … Continue reading

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