by admin | Feb 26, 2020 | Uncategorized
Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change. I experienced personal changes – a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company...
by admin | Feb 6, 2020 | Uncategorized
In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice. In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
by admin | Dec 27, 2019 | Women & Money
“And how is his spirit?” I asked. “Oh…” Silence. Tears began seeping from her eyes. “I’m sorry. It’s been really difficult lately between us.” She found herself in my office with a straight-forward agenda: An investment account and her spouse’s...
by admin | Nov 15, 2019 | Uncategorized
Picture this: It’s a warm summer evening with my husband and children in the backyard playing. Dinner will be ready in about ten minutes and I am setting the table. It is one of those evenings where I arrive home in a hurry. Needing to cook dinner, I find a...
by admin | Oct 18, 2019 | Uncategorized
It wasn’t their first rodeo… some had rappelled, some had rock climbed, all had done adventurous outdoorsy things in the past. It is just that feeling you get when you are gearing up, standing on top of a 14-story building, peering over the city. That’s when the...
