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  • Kiplinger

    The Dimensions of Wealth: Influencing Your Financial Path

    by Dawn Doebler, MBA, CPA, CFP, CDFA May 21, 2021 3 minutes

    A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions come together to create a one-of-a-kind mosaic. With each slight turn or shift, the pattern rearranges to reveal a new image.

    This same concept applies to the decisions we make about our finances. The circumstances impacting your financial decisions are not the same as those of your friends or colleagues. Why then, do many of us take advice from friends and family, or rely on financial advice created for the masses?

    Many DIY investors and

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