Let me start with the ask: This week we’d love your feedback. Whether you’re a client, community member, or colleague, your thoughtful input would be valuable on this topic. So leave a comment or send us an email if you have my email address. We’d love to hear from you! We’re having an interesting discussion internally as a team about …
Welcoming & Introducing Noa Gold
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 …
What We Value
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 …
Our Investment Philosophy
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 …
Understanding Conflicts & Incentives in Financial Services
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 …
Self-Prescribed Treatment Before Diagnosis
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 …
Recruiting Wealth Planning Analysts
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 …
What Is Your Why?
“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 …
Updates & Q4 Planning
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 …
Welcoming Stephanie Young
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. …