Tendrils: Growing stronger day by day

By the time this posts, I’ll be in Colorado for Purposeful PlanningTM’s Masters Level Intensive Training Program. The recommendation to attend came out of a phone conversation with Courtney Pullen, a well-known and well-respected family wealth counselor. I had contacted Courtney to see how he came to develop this specialty, and to see how I, [...]

What if retirement were closer than you think? How might such a realization change your day-to-day mood, choices, or priorities? According to financial advisor Kent Thune’s definition of retirement, he is already retired. And according to my own definition, I am much closer than I ever thought. (See Born at Starbucks) This realization got me [...]

The inspiration for this forum was born out a of discussion at Starbucks. It was the first time I’d met financial planner Kent Thune, and we were discussing our thoughts on the “softer side” or “interior” of financial planning. Specifically, we were discussing the need to have clients clarify what they mean by “retirement.” What [...]