Tag: risk planning
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Mutual support in times of job loss
When you need financial advice the most is often when you can afford it the least. To provide mutual support in these tough times, I’m offering 50% off my regular hourly rate to clients who are currently unemployed or trying to find a foothold in self-employment.
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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.
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Unpopular opinion: Behavioral finance is problematic
It’s widely accepted among financial professionals today that incorporating client psychology is how we distinguish ourselves from robot/AI advice. But what kind of “psychology” are we talking about? And is the goal to understand clients better and empower them, or is it to manipulate their behaviors?
Curious Financial Counsel 