Week 1 | The Missing Chapter | Joshua Grass, CFA, CFP® Am I on track? Is my next dollar going to the right place? Is there a more intentional version of this that I’m not seeing? If any of those questions have crossed your mind, you’re exactly who I’m writing this for. Over the last few months, I’ve had the opportunity to meet with an assortment of professionals in varying fields. Doctors, a rocket scientist, a technology exec, mechanical engineers, attorneys, actuaries, data scientists, hell, even a helicopter pilot. Every one of them is exceptional at what they do. And nearly every one of them, when we started talking about their financial life, said some version of the same thing: “I know I should have a better handle on this.” That’s not an insult. It’s a pattern. The financial literacy gap doesn’t discriminate based on IQ, and if that sounds […]