I hope you all have had a great year and are able to have a relaxing finish to 2017. Here's a recap of what I've been up to with lifelaidout and what's in store for 2018.
This year, I've focused on offering clients financial planning services through both limited and ongoing engagements.
By charging flat fees rather than an ongoing assets-under-management fee, I've been able to work with clients at all income and net worth levels. And since I charge based on complexity, I can treat everyone equally. That is, I approach every client and scenario the same way, with the same level of care and detail I'd want someone to apply when looking at my own situation.
If you're interested in learning more about working together, feel free to contact me. I will have capacity starting in March 2018.
Writing / Media
During the last several months, I've written a number of new articles, including:
- 5 Easy Ways to Save Money on Holiday Shopping
- Here's Why I Joined AARP at Age 35
- Should You Ask Prospective Financial Advisors About Their Finances?
- Why Your 401k Match May Not Be Free Money After All
- Should You Still Be Getting an Unlimited Subway Pass?
- How to Wean Off the Unlimited Subway Pass
Through my writing, I got the opportunity to stop into the Fox 5 NY studios to talk about why I joined AARP and also whether the unlimited monthly subway pass was worth it.
Beyond TV, I joined Wisconsin Public Radio to talk about a variety of financial topics related to my stories, and also to field listener questions.
In addition to regularly writing articles, I contributed my thoughts to articles written by other personal finance reporters. You can find those articles here, which could be helpful to you to learn more about personal finance or just to pass the time:).
In addition to one-on-one client engagements, I've enjoyed speaking to a range of groups and companies. Speaking allows me to break down traditionally complex topics into simple themes and I like the feeling of a job well done after a good session.
I'm thankful and humbled by the recognition I've received this year. In June, I was selected from among more than 800 candidates as one of Investment News' 2017 "40 Under 40" in Financial Planning and one of five people to represent the class on the cover.
In October, I was fortunate to attend the Financial Planning Association's Annual Conference, the largest gathering of CFPs, which attracts more than 2,000 attendees. I was recognized as one of three recipients of the Financial Planning Association Diversity Scholarships, which are awarded to planners working to increase diversity in the industry and also striving to bring financial planning to underserved communities.
At the conference, I had the opportunity to lead a session on whether planners should move to a flat fee business model instead of using an assets-under-management pricing structure. In addition, I participated on a panel that discussed how employers could better attract and retain NexGen talent.
In addition, over the summer, Mic recognized me as one of 21 to follow on Twitter to get smart on personal finance. Follow me if you want to stay up-to-date on informative personal finance articles and also if you want to see the occasional Pittsburgh sports reference.
That's All Folks!
That's a wrap for 2017. Enjoy the rest of the year and I hope you have a great holiday season!