How Many Days of Your Life Does Your Home Cost?

Published on October 13, 2026

Having spent years selling and appraising real estate, I’m familiar with the usual measures for valuing a house. Price per square foot, comparisons to similar properties, and the guideline of keeping housing at or below 25 percent of what a household earns are all useful.

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Stop Ranking Clients by Assets Alone

October 13, 2026
Assets under management tell you what a client is worth today. Upward mobility and enjoyment tell you what the relationship is worth. Build your practice around the second number, and the first one tends to follow.

Your First Meeting With a Financial Advisor

October 13, 2026
A first meeting with a financial advisor can feel like a big step, especially if you’re not sure what to expect. The good news? It’s a chance to determine the right fit. Expect to spend anywhere between 60 and 90 minutes discussing what brought you in, what you're concerned about and what they bring to the table. Spoiler: it doesn’t end with a financial plan. That’s because the first meeting is re