We’re rather excited to say that we’ve completed our fifth year of peer-to-peer benchmarking for our firm. The good news? The data has a lot of terrific insights. The bad news? We’ve been told by the firm that does the annual benchmarking study that under no uncertain terms, we cannot name the firm that did the study or otherwise use …
Pricing Yourself Fairly
It’s curious how much time I spend talking about the value of people’s time, or more importantly, their expertise. As a financial planner, I engage every client in a conversation at some point and often at many points, about how much they’re paid as an employee or charge as a business owner. Almost inevitably, everyone is underpaid and undercharging in …
Cruising Into Retirement
It’s not an uncommon question from clients looking to retire: Is there a way to do it a bit more gradually? More as a lifestyle than a life-stage decision? While many of our clients are delighted to retire in their 50s instead of their 60s, another part of that cohort often envisions more of a second act to their career …