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©2019 by Soaring Wealth LLC

What I'm Doing Now


I've been working on a few projects over the past few weeks - 1) putting together a short, three-session course to help my clients re-focus on their financial goals in the spirit of getting back-to-school, 2) launching my first marketing campaigns so I can finally get the word out! and 3) spending some time reflecting on the first six months since my business was registered with the state on February 28th.  

Reading List

  • Margaret Atwood, Hag-Seed (book group selection)

  • Chuck Collins, Born on Third Base: A One Percenter Makes the Case for Tackling Inequality, Bringing Wealth Home, and Committing to the Common Good (on loan from a client)

  • Maia Duerr, Work That Matters: Create a Livelihood That Reflects Your Core Intention (more on this later)

  • Jim Merkel, Radical Simplicity: Small Footprints on a Finite Earth

  • Carl Richards, The One-Page Financial Plan

  • Daniel Solin, The Smartest Sales Book You'll Ever Read (handout from a DFA conference I attended in Boston in June)

  • Gino Wickman, Traction: Get a Grip on Your Business

Fall (aka Autumn)

As a follow up to my last update, I did take my son and grandmother not to the Maine coast, but rather to Hampton, NH for a few days at the end of August before school started, where we got to spend some time with my brother and his family, who live in the next town over.  In the near future, I see lots of tax return preparation and planning through October 15, in addition to focusing on my business goals above.  And I'm trying to build not only regular yoga but also some swimming into my schedule, as well.

Last updated: 5 September 2019