Community
Founder
MOMENTUM
A community I’m developing to help people understand their financial position, choose their next steps, and work on them with others.
Ideas, put to work
What I’m
working on.
I write about financial independence here and work on projects that help people make decisions about money. Some are in development; the Plutus Foundation is an established organization I continue to lead.
Building now
Decision tools
Founder
MOMENTUM Financial Independence Toolkit
Tools for examining financial decisions using your own circumstances, comparing assumptions, and understanding the tradeoffs.
Financial wellness
Co-founder
Orchid Money
A financial wellness platform we’re developing to help people put financial plans into practice through ongoing habits and decisions.
Leading
Nonprofit
Founder & Executive Director
Plutus Foundation
The professional home for people who teach others about money. We connect and support financial educators, coaches, advisers, and creators, and help their work reach more people.
Building for people who teach others about money
Through the Plutus Foundation, we help people who teach others about money find one another, share their work, and reach more people. The Plutus Awards and Plutus Voices are part of that work.
Plutus Awards
The Plutus Awards recognize work by financial educators and creators and help more people discover it.
Plutus Voices
Events where financial educators meet to discuss their experiences and learn from one another.
Explore the foundation’s current programs, including its Impact Summit and Podcast Collective, through the Plutus Foundation.
Earlier work
Independent publishing
Founder · Exited
Consumerism Commentary
I started Consumerism Commentary in 2003 to track my own finances. It grew into an independent financial publication that I later sold.
The thinking behind the work
The explanations start here. The Toolkit lets you examine a decision using your own circumstances. I’m developing MOMENTUM as a place to work through those decisions with other people, and Orchid to help with the habits that need attention over time.
Explore financial independence