We’re excited to announce and welcome the arrival of Noa Gold to our team at MY Wealth Planners®! Noa Gold joined the MY Wealth Planners® team in June 2026 as a Wealth Planning Analyst, where he is training to become a wealth planner and is currently pursuing his CFP® Certification. In this role, he works closely with the rest of …
Around this time last year, MY Wealth Planners® went through a serious review of its mission, vision, and values. In the prior year, we’d gone through the process of becoming a Certified B Corp, and a year on, we’d made the decision to fully adopt the Entrepreneurial Operating System (“EOS”). A major part of EOS is that you build a …
If you’re a regular reader of our blog, you may have noticed that we typically avoid discussing markets too much. This is because, while as investment managers we’re beholden to our duty of care to clients that we must monitor such things, we also keep in mind that overreliance on current events in the markets, the economy, politics, or other …
As we’re going through the process of hiring another wealth planning analyst, I recently took the opportunity to read a book on the process of recruiting. Not because I had any concerns with our process, but because I’m a lifelong student of the craft of financial planning and the business thereof, and I spotted a book on the subject for …
This morning, I received an email from someone seeking financial planning services. Subject: Inquiry About Flat-Fee Financial Planning Services Body: Hi Daniel, I’m looking to work with a fee-only financial planner on a flat-fee or project basis and would like to learn more about your services. Brief background: I’m 73, still earning income, and managing approximately $1.5M in retirement and …
Over the past two months, we underwent the process of recruiting for two wealth planning analysts at our firm. We’ve written about our recruiting and hiring process before, so you can see how we’ve hired for other positions in prior blogs. We won’t do a write-up every time we hire someone at MY Wealth Planners, but we do think it’s …
“One question: what is your why for scaling?” A colleague with a planning practice in Arizona asked me this over the weekend. I answered, but it left me ruminating on the question. Plenty of growth in the world of finance is growth for growth’s sake. Those who’ve made a thorough study of finance and inflation understand that no growth is …
As we wrap up Q3 and look to the outset of Q4, it seems as good a time as any to share a few pointers and give a heads up regarding some of the technology and service structure we’ll be going through in Q4 and into 2026. Today, we’re discussing how to achieve the most successful Q4 planning cycle for …
This week we are ecstatic to welcome Stephanie Young to our team! Stephanie Young is a Wealth Planner Assistant at My Wealth Planners, where she serves as the support system for the Wealth Planner team and the friendly face who welcomes new and existing clients. Originally from Montana, Stephanie earned her Bachelor’s Degree in Business Marketing from Montana State University. …
While we normally aim to provide largely educational content, sometimes the occasion arises that we need to do some direct “promotional educational content,” as is the case today. Specifically, we’ll be sharing some background on our services as they exist today, drivers for upcoming changes, and what you can expect to see in 2026. We’ll be back to our regular …