10/06/2026
Do you get stressed out when it's late and you still don't have a plan for dinner?
When that happens, are you hoping someone hands you a recipe?
Of course not!
You're hoping they take the entire task, and the stress, off your plate!
This is exactly how I feel about offering "tools" (ie. spreadsheets, apps, templates) to people who are stressed out about their personal and business finances.
I was asked recently if I had any resources or tools to get started with budgeting.
My immediate answer was "I am the tool!".
(Note: I'm not suggesting it's ok to refer to me as such. But it helped make my point at the time.)
My commitment to taking stress off of my clients runs deep.
So much so that I often leave client meetings with more homework than the client.
When you are looking for help with money, dinner, travel or another subject that is intimidating, which do you prefer?
A tool or a hands-on full service solution?