Hi Kyle, Your third resolution is definitely the game changer for me. When I consider the amount of "tribal knowledge" I hold in relation to our investments and overall financial situation its something I definitely need to provide more clarity on. First step is to map it out and I have a feeling once its transparent there are going to be steps of consolidation and elimination of a few financial instruments in there.
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Hi Kyle, Your third resolution is definitely the game changer for me. When I consider the amount of "tribal knowledge" I hold in relation to our investments and overall financial situation its something I definitely need to provide more clarity on. First step is to map it out and I have a feeling once its transparent there are going to be steps of consolidation and elimination of a few financial instruments in there.
Post: Resolved: Three Tasks
Link to comment from February 22, 2022