By: Heidi Davis, CFP®
I love those “aha moments” when my clients fill in the gaps in their knowledge, and I decided it would be fun to share some of them.
A divorced professional woman recently met with me. Like many people who seek my services, she knew she needed help managing her money. But what exactly is “money management”? Often, that concept is as squishy as children’s play clay. As we walked through the process, however, the concept became more concrete, and I saw the light bulb come on. So, I asked my client, “What have you learned about financial planning?” Here’s her Top 10 list: Continue reading →