In the past, my main focus was helping clients achieve what they wanted. While I still work toward their goals, experience has taught me that "getting what we want" isn't always what's best for us. Today, my approach is centered on helping clients build a more meaningful and fulfilling life.

Additionally, I’ve shifted away from emphasizing traditional diversified stock and bond allocations, and instead focus more on balancing currency versus investment allocations. I still focus heavily on what is known as "asset liability matching" for my clients, meaning we match short term expenses with short term assets and long term expenses with long term assets, but we have bitcoin in our tool belt now, rather than being confined to traditional assets.