I get where you’re coming from about being direct and prepared—it really does make things smoother. But I’ve gotta say, not everyone has the time or h...

Those contracts are wild, right? I’ve had clients nearly back out of home purchases because the mortgage docs felt like a foreign language. I always t...

Honestly, I’ve had clients who got flagged for a $15 Venmo from their roommate labeled “utilities”—it’s wild. One couple I worked with ended up diggin...

Couldn’t agree more—banks seem to have a magical ability to misplace things right when you need them most. I always tell folks: make a folder (digital...