It Starts With a Map

by | Feb 1, 2021 | Newsletter | 0 comments

“I wisely started with a map, and made the story fit. — J. R. R. Tolkien, author of The Lord of the Rings

I’ve been hearing a lot of discussion recently around 2021 roadmaps. It seems every company is showcasing one or is building one right now. And I understand why. It’s easy to feel knocked off course after the events of last year.

What’s the best way to regain direction and control when you feel lost and uncertain? Check the map.

You and I have already crafted a financial roadmap. Your roadmap is your strategic plan that defines goals and desired outcomes and includes the major steps needed to reach them.

And if you decide you want to change course, we can always take a minute to review, rebalance and redraw your roadmap, to get you on track to pursuing your goals.

Here are some articles I found insightful from this week. Enjoy them, feel free to share them, and please reach out with your thoughts or questions. I look forward to hearing from you.


All the best,


Jason Pinney


Why identifying your risk profile is essential to investing

15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19

Counting on a Tax Refund or Stimulus Check? 5 Things To Know Before Filing Your Taxes

Why You Should Stop Trying to Fix Yourself

With Higher Taxes Possible, Here’s What to Do Now

5 Lessons ‘The Queen’s Gambit’ Teaches Us About Achieving Greatness in Life


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