Hannah Boundy, CFA®, CFP®
Freeing Your Attention
Reflections on finite resources and how best to assign them to our goals and values.
top of page
Insights
Search
Hannah Boundy, CFA®, CFP®
Apr 235 min read
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
21 views
Hannah Boundy, CFA®, CFP®
Oct 26, 20236 min read
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
44 views
Yvonne Darby
Aug 22, 20234 min read
What's the Best Way to Save for My Child's or Grandchild's Future?
With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.
23 views
Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
50 views
Hannah Boundy, CFA®, CFP®
Jun 14, 20236 min read
5 Tips for Raising Kids in the Face of a Large Inheritance
Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
44 views
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Hannah Boundy, CFA®, CFP®
Jan 11, 20233 min read
How Exploring Regret Can Help You Live a Meaningful Legacy
A three-question framework to better understand your priorities and take steps to make them a reality.
23 views
bottom of page