Tag Archives | certified financial planner

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Financial Literacy Quiz

A recent NYT article provided a quick and easy way to determine whether you need a financial planner. The article pointed out that since 2009, most folks believe their financial acumen has increased. But according to this quiz, which has been administered consistently for several years, overall financial acumen has decreased. Talk about mismatched realities! The majority of […]

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Financial Integrity Check

Have you performed a financial integrity check? I was intrigued by how this life coaching technique pioneered by Martha Beck, the celebrated master life coach, could be applied to your finances. A recent article in BusinessWeek stoked my interest in an integrity check and a more in-depth integrity cleanse. In her life coaching experience, Beck describes […]

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A Financial Planner’s New Rhythm

As 2015 comes to a close, I’m taking stock of my first calendar year as a self-employed, fee-only, Certified Financial Planner™ in Washington, DC. For me its been all about establishing a new “rhythm.” I needed a new rhythm because my daily activities changed. Gone was the structured environment of a government policy maker and […]

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