Category: Legal Services
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Celebrating a banner first year of independent advising
Curious Financial Counsel is celebrating the completion of its first year of independent advising. With the help of great legal mentorship, best-in-class technology, and wonderful clients and friends, I’ve been able to realize my vision of integrating financial, tax, and estate planning, all provided under a fiduciary standard and independent from any corporate profit pressures.
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Who is there for you in an emergency?
If a professional treating you in a medical emergency doesn’t know your wishes to the contrary, they will turn to state “next of kin” rules to find a decision-maker. These are based on traditional notions of who you “belong” to, not necessarily who knows you best and cares about you.
Curious Financial Counsel 