Here’s a snapshot of the topics and questions I want to address as I build my wealth blueprint. I compiled this list after learning about the areas that financial planners typically cover and then paring that down to what was most relevant to my own situation. I’ll share the research I do to answer these questions through blog posts and will update my progress on tackling these topics below. 

Topics and Questions



Optimizing the Present: Am I making the best financial decisions possible given my current circumstances?





Exploring the Future: How much do I need to maintain my current lifestyle in the future and what other possibilities might be available given my current trajectory?



Protecting What I've Built: Am I sufficiently covered against future disasters and set up to efficiently transfer assets to the next generation?