Welcome! Thanks for stopping by.
Seriously – I appreciate your time on this site. There are literally a million other sites you could be on right now.
Calibrating Capital is a project that explores the ongoing intersection of our values with our wealth – and what we can do to bring them in alignment.
Topics you’ll see here will include traditional personal finance and investing, but also ways that we can meaningfully coordinate our money to what’s most important to us.
Most people wouldn’t verbally state their only goal in life is to amass as much wealth as possible – but how often do we take the time and actually ask ourselves what the point of it all is? And if we don’t take that time, how will we ever know if we have Enough or are doing the right things with our money?
Simon Sinek made famous the mantra Start With Why. This is a fantastic point before making financial decisions. Prior to anyone answering the What, the How, or the When of money, we first need to identify the Why. And the goal of this project is to help spark those types of thoughts.
Thanks again for stopping by – and feel free to check out more about me here.
P.S. – if you’re a fellow financial advisor, you might find the following content valuable.
- The One Page Financial Plan Course. This has created a fair amount of buzz in our financial advice world. In it, I dive deep into the One Page concept with Carl Richards, and together we give you the template and the training to implement.
- The Statement of Financial Purpose Course. Created alongside Andy Baxley and Carl Richards, this course gives you the tools and the training to go deeper into your client relationships and conversations. We give you a workbook (customized, if desired) and 23 videos of training to help you walk your clients through the creation of a personal Statement of Financial Purpose.