When the Davies family relocated to Kansas City, they were thrilled about their new journey. However, as they started to contemplate their future, managing their diverse financial accounts became a challenge. Their previous advisor from Edward Jones in Iowa no longer seemed suitable. The challenge was sifting through the plethora of financial advice available.

It’s only been a month or so since the Kansas City Chiefs lost to the Bengals in the AFC Championship game but it’s still a very fresh wound. I’d be lying if I didn’t say that I’m still shocked at how the game turned out, namely the second half and over time. How could something start off so promising and end so devastating?

It’s a bummer that we didn’t get to see our Chiefs playing in the Super Bowl. Regardless, life goes on and it’s a great reminder that much can be learned from failure.

Money touches just about everything that we do in life. As a CFP® practitioner, I assist my clients in numerous disciplines as their lives become more complex.

Great financial planning is about integrating investments, retirement, taxes, insurance, estate planning, and more such that all parts are working together smoothly towards the intended goal. 

How much fun did you have this week? Did you do anything enjoyable or amusing? Do you find satisfaction in seeing other people have fun? Does your pleasure go down when you see that someone else is having “more fun” than you? Have you had a rich or fun experience recently you didn’t post on social media?

Setting yourself on the right financial path is rewarding financially and will help to reduce stress from your life.

Let me explain.

This is not about me. I’m not trying to play some kind of reverse psychology trick on you.

This is not a message of “just pick yourself up by your bootstraps and do it yourself” (more on that below).

This is not challenging the value of financial planning.

This is not challenging the value of a financial planner.