What I’m doing now…

I’m splitting my time between my Indianapolis and Cincinnati offices and my Alpine, Indiana home office, staying very focused on these things:

  • Building the team, strategies, and processes needed to serve people well at Precedent Financial Strategies.
  • Managing our firm’s investment funds and planning policies.
  • Serving clients’ financial and planning needs as they come up each day, and answering questions from people who ask for my advice.
  • Working and training in the Collaborative Divorce community.
  • Enhancing the beauty and ecology of our farm and preserve.
  • Staying active so I can continue to serve my family and others.
  • Being a Dad to two college kids.
  • Dreaming up our new empty-nest life with my bride.
  • Writing, playing, and singing music, and working to expand my skills across multiple instruments and genres.

That’s it for now. I usually have a lot of projects going on, but they generally fall into the above priorities. As projects and priorities change, I’ll keep this page updated.  — January 2021