Meet me in Portland for a financial round-table discussion group!


In this new year, I continue to post twice a week, every week, as I’ve done since I started this site. I do this because I believe that consistent application of effort is the best way to achieve any level of success.

But this year, in the spirit of doing things differently, I’m asking myself in what other ways I can help bring people together, help them get on a solid footing, both financial and interpersonal, more ready to tackle their challenges.

One way I’ve thought of is a webinar. After all, a good proportion of people who read my site aren’t local. But I’m also a fan of not being beholden to technology in order to keep in touch.

So with this in mind, I’ve started the first in a series of in-person financial round-table discussion groups. I’m very excited.

A safe space

I believe that any discussion of financial well-being requires related discussions of the emotions and challenges involved. It is not possible to separate the humanity from the money. (This is what I mean by “integrative”.)

With this in mind, a group setting, rather than a one-on-one setting, has advantages in the same way that a group counseling session does. With more people come more ideas, more compassion, and more confidence. Participants are free to discuss any financial topic in a confidential, non-judgmental environment, with the purpose of gaining clarity of decision.


The first meeting will be held in Portland, Oregon (SE side of town) on Wednesday, January 6, 2016 from 7-8:30PM. As this will be at a private residence, please contact me for details, and I’ll send you the address. This will also help us get a sense of the number of people who will attend.

I will start off with a short presentation on how to start and why (a fitting topic given the inaugural nature of this event). The rest of the evening will be a question and answer discussion, where anyone can bring their money and finance-related questions. All questions are accepted and valid.

No experts

No one here will be playing the “expert” role, and people will be coming from all different backgrounds. You don’t need to bring anything but acceptance and an open mind.

If there is sufficient interest, we will be setting up other similar events. Hope to see you there!

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