Jun 16, 2026 · 16 min · 11 segments
Life moves pretty fast — as Ferris Bueller warned — and most of us never stop to look around. Strip away the noise, the headlines and the relentless forward motion, and the question underneath every…
I've been a financial planner for 26 years, which means I've spent a quarter of a century sitting across the table from clients of mine at some of the most significant moments of their lives.
Pensions, portfolios, ISIS, tax planning, all of that matters, and I genuinely love it.
But the conversations that actually mean something, the ones I still think about years later, they rarely start with a spreadsheet.
They start with a question, and it's some form of, Paul, will I be okay? Or are we going to be okay? Not what's the optimal fund allocation.
It's just, will I be okay? And after 26 years, I can tell you that that question, it doesn't really have a financial answer.
I've been a financial planner for 26 years, which means I've spent a quarter of a century sitting across the table from clients of mine at some of the most significant moments of their lives.
Pensions, portfolios, ISIS, tax planning, all of that matters, and I genuinely love it.
But the conversations that actually mean something, the ones I still think about years later, they rarely start with a spreadsheet.
They start with a question, and it's some form of, Paul, will I be okay? Or are we going to be okay? Not what's the optimal fund allocation.
It's just, will I be okay? And after 26 years, I can tell you that that question, it doesn't really have a financial answer.
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