As a Certified Financial Planner™ practitioner, new clients come to me because they want advice on specific issues like:
What can I do to get better control of the cash flow in my business?
How can I develop a budget that allows me to spend and save?
Can I afford to get office space?
Am I on track to retire?
How should I invest my portfolio?
How can I get ahead in my financial life?
I bring up the definition of insanity – doing the same thing over and over and expecting a different result. As I begin to answer these questions, my clients realize that most financial decisions they must consider somehow relate to making a change. They become more aware of what’s getting in their way and begin to reflect on the notion that something has to change. Continue reading
“What do you do?”
A loaded question. In many cases it’s easier to do the duties of the job you were hired for than explain what this position has you do all day to someone. Stating your job title is simple enough but even that can be difficult in defining what the roles within that title entail. Especially if you have a job title that isn’t easy to figure out in the first place. Account executive, digital outreach coordinator, community evangelist- with such overwrought, seemingly important sounding position names figuring out what the job at hand really is can get lost in translation. Take our 3 tips when it comes to decoding the mystery behind the question, “So, what is it you do exactly?” Continue reading