What's in store for you:

1. Photo From My Life
2. Financial Thought: Financial Plans
3. Life Thought: Failure
4. Good Sh*t: Daily Dad Newsletter

Subscribe to this Newsletter

Photo From My Life:

Financial Thought:

The Importance of Financial Planning:

I'm not shy in my belief that financial planning should be the cornerstone of any wealth management relationship (and not fancy investments). Most people think financial planning is reserved for the ultra-wealthy or overly obsessed spreadsheet lovers. It’s not. A financial plan is simply a tool to organize your money, reduce stress, and make better decisions.

At its core, a financial plan answers one question: Am I going to be okay?

It starts with understanding four key things:

• What you own
• What you make
• What you spend
• What you’re actually working toward (aka your goals)

Once you have that clarity, everything else gets easier. You can make smarter decisions about saving, investing, taxes, and risk. It’s not about budgeting every latte or predicting the exact cost of your kid’s college. It’s about seeing the big picture and making sure you’re moving in the right direction. A financial plan helps you spot opportunities, avoid mistakes, and sleep a little better at night.

These plans can be simple, but most business owners and high-earners have complexities which add nuance. That's what makes my job fun.

If you ever want help with a financial plan, feel free to just schedule a call. Always happy to help.

Life Thought:

Failure:

As I shared in last week's edition, I attempted to walk 50 miles on Sunday. No real reason to do it apart from doing hard things. Did I have some big training plan? No. I just started walking.

Well, it shouldn't surprise you that I failed. I recorded a video as I laid on the ground waiting to be rescued by my amazing wife.

​

Looking back, I may have been a bit dramatic. But, I was upset. I was disappointed in how far I went. But, as I reflect a few days later, I've realized that the whole point of doing hard things is realizing that you may fail and it's okay.

Yes, I failed my initial 50 mile goal. But, I succeeded in the bigger goal of doing hard things. When two blisters popped up mile 27, I just kept walking. I leaned into the pain. There are so many good life lessons I can take from that day. Most important one: train more.

So, what's the next big crazy challenge that I want to attempt (and hopefully succeed)?

I'm going to spend a month without my phone. Anyone want to join?

Good Sh*t:

Excalidraw:

If you're someone who thinks visually or needs to map out ideas, Excalidraw might be your new favorite tool. It's a free, open-source whiteboard that makes building flow diagrams ridiculously easy. Think of it like a more nimble, less bloated version of Miro. There's no sign-up, no overwhelming features, just a clean canvas and everything you need to sketch out systems, processes, or brainstorms.

What I love most is how fast and frictionless it is. You open the site and you're sketching in seconds. You can collaborate in real-time, export images, or even self-host it if you’re extra nerdy. I’m a huge fan.

‍