Blog Posts

Welcome to my blog page. Thanks for stopping by! Once a month, I'll be walking through a real-life money question inspired by my conversations with clients, explained in plain language. My hope is that these stories help you think through decisions in your own financial life. Feel free to have a look, if anything resonates i'm happy to chat further with you

Estate planning

Giving While Living: Why You Might Consider Gifting Gradually Before You Die

In my role, I've had the privilege of sitting down with many parents to talk about what they want their financial legacy to look like. The conversations are all different, but a few common threads come up again and again.

September 23rd 2026 · 8 min read