What would you like to know about Holly – the person behind the credentials?
Trusting a financial advisor requires more than credentials. I have them, I’m proud of them, and you can see them here. But being able to trust and work with someone on matters of great importance is another matter. So here are a few things you might like to know about me.
About Choices… Those who read my newsletter know that it includes a column called “View from the Porch.” In it, I discuss choices – not just about money, but about what I (and we) choose to do when we save, spend, invest, and share it.
About Travel… Another choice that is important to me is the freedom to travel. Over the years I have biked in Vietnam and Cambodia, walked the Great Wall of China, visited Ireland, hiked in Norway and had the opportunity to see the fjords. I bicycled to remote regions of India where I learned that I could bike quickly enough to pass elephants. Not something you experience every day of the week.
About Activities… I’m active in my Toastmasters group, volunteer in my community, and I write, speak and conduct workshops on subjects ranging from Behavioral Finance to End of Life Planning.
Sounds pretty busy, doesn’t it?
But it’s a good busy because it’s the sum of the choices I make and the things I value, including…spending time outside – whether on a nice balcony, porch, or patio, thus the title of my monthly e-letter, “The View from the Porch.”
The Value of Choice: The View from the Porch
There are many ways to make more money, but no way to make more time. Trading off things that I didn’t need to free up time and space in my life has been a great choice. In fact, I feel “richer” than ever because I made carefully considered choices to maximize time and happiness. My monthly e-letter talks about these kinds of choices – mine, my family’s, or – some of the best examples I have found to emulate – my clients’ (anonymously, of course).
