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Pet Sounds

Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...

Talking It Out

“Describe an ideal weekend.” Think about it, it’s Friday afternoon and you’re a few hours away from starting your weekend. What are your plans for the next two days? I love waking up early on Saturdays and starting my day with coffee. Next up, a morning walk with my...

Proximity

Some of my most common sources of inspiration for blogs are industry conferences, my mild obsession with podcasts and my long-term involvement with CISV.  In just the last week, I experienced the rare trifecta of a blog idea intersecting with all three of these...

Clarity

I have very fond memories of my childhood; playing in the creek with my brothers, sledding every winter at Embshoff Woods, and spending summers at my grandfather’s pool, to name a few. But I also remember that money was tight, not because I was balancing the family...

Psychic Income

A few weeks ago, I traveled to Pittsburgh for a weekend long board meeting for CISV USA, formerly known as Children’s International Summer Villages.  CISV is an organization I’ve been involved with in one form or another since age 11 and have blogged about in the...