Today we started our new Anniversary Tradition.
A full day date - on a weekday, no crowds in sight.
- A light jog (to burn off last night’s fancy dinner)
- Breakfast & coffee
- A nap
- Bowling
- Watched a Movie on the couch
Then fun evening time with our little man. A perfect day.
My wife are I are both financial planners.
To us, money means possibilities.
But before we can dream, we have to know our numbers.
After 5-yrs of marriage, our process is pretty dialed in.
But just because we’re pros doesn’t mean our system is complex.
𝐈'𝐥𝐥 𝐬𝐡𝐚𝐫𝐞 𝐰𝐡𝐚𝐭 𝐭𝐨𝐨𝐥𝐬 𝐈 𝐮𝐬𝐞 (and snapshots).
It’s less about 𝘵𝘩𝘦 𝘵𝘰𝘰𝘭𝘴, and more about the 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘪𝘰𝘯𝘴 that numbers allow us to have.
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In this thread, I'll share the 𝟑 𝐤𝐞𝐲, 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐛𝐥𝐨𝐜𝐤𝐬 that we use to manage our own finances 𝐨𝐧𝐥𝐲 𝐨𝐧𝐜𝐞 𝐚-𝐦𝐨𝐧𝐭𝐡.
1. Balance Sheet (Net Worth)
2. Cash Flow
3. Monthly Finance Meeting
...
Back from vacation (last week) and still living in a dream.
5th Anniversary + Babymoon was everything we wanted.
We spent a few days in Charleston, plus some bonus days at Folly Beach.
I was blown away at how charming Charleston was. Extremely walkable, very safe, great restaurants everywhere, nice people, and horse carriages everywhere!!
Folly Beach was a relaxing change up to finish the trip. Some beach time and slower, surfer vibes.
We are officially in the 3rd Trimester now, feeling more connected than ever.
Today is our 5th Wedding Anniversary.
My life is better with you in it, in every way, every day.
Will be even better when our little man joins us this summer 👶
Took the day off to make a full date day of going to see the baby.
Half-way through this beautiful journey.
And I felt my first kick. Baby Beckham on the way!!
Have you secured your spot for the #NAPFA Spring 2024 National Conference yet?
Don't miss out on this opportunity to connect, learn, and grow with industry leaders and peers.
Register now to elevate your expertise and network in #Dallas-#FortWorth https://t.co/x7FcVK6Y9X
I'm so proud to officially announce we are pregnant with our first child👪
Oh, and it's a boy!! 💙
We'll meet him in late July, during peak-Texas heat 🤠- Pray for my wife!
For now, we are over-the-moon in the honeymoon phase. It's bliss.
I know the hard work is coming. But in many ways, my life has become so much easier. Simpler.
Last year we chose to move across the country, buy our first home, I left my partnership and started my own practice.
And you know what?
Those life-altering decisions were so easy. Once we decided what we wanted, everything instantly became clear.
I can't wait to meet my son. And I can't wait to see who I become as a Father.
Thank you to the NAPFA Spring 2024 National Conference Planning Committee for joining NAPFA Staff in Chicago the past two days! Planning is underway and we are excited to see you all in Fort Worth this Spring. #NAPFA24
From MarketWatch Picks: “An algo may see two people who look the same on paper, and choose to give the same guidance,” says @bryanhasling of Modern Financial Planning.
https://t.co/toXWRh8Zkm
[Career & Life Announcement!]
After 9 wonderful yrs in the Bay Area, my wife and I have chosen to relocate to Texas this summer, nearer to family, and start a new chapter.
I've loved everything CA has given me. My life has improved in almost every way.
NAPFA's Women's Initiative is excited to announce two academic scholarships of $2,500 each for female students interested in a career in financial planning. To learn more or apply, please visit: https://t.co/ICvdiKQWfx
NAPFA's Women's Initiative is excited to announce two academic scholarships of $2,500 each for female students with an interest in a career in financial planning. To learn more or apply please visit: https://t.co/GwwxmK2dyV
We married 3-yrs ago. But this yr we wanted to Bless our marriage in the Catholic Church. I’m new to it all, but the Ceremony was incredible, intimate.
I’m thrilled we did it alongside fam/friends. I have a new appreciation for these traditions.