I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that my friend Eric Kies and his firm The Planning Center were pioneering. Our firms merged in September 2017, and this new alignment is a natural progression that brings so much life and energy to my goal of helping as many people as we can for as long as we can. I am fortunate to work in a vocation where I get to meet and know so many wonderful people, and help them make choices that are so impactful in their lives. I have often said that my personal mission is to help others live their lives on purpose, and that carries over wonderfully to the work that we do.
In the Wake of the Unthinkable: Starting to Pick Up the Pieces after Losing a Loved One
For most of us, contemplating the loss of a spouse or other loved one is the most difficult thing imaginable. In his classic book A Grief Observed, beloved writer C. S. Lewis offers this description of how the world can appear to someone grieving such a loss: “Her absence is like the sky: spread over everything.”