At some point, most people ask themselves if they’re actually okay financially. Not just in a down market, but on a random Thursday.

In reality, this questioning is normal behavior. However, there are some mental strategies available to deal with this that may be incredibly helpful in transforming not just knowing you’re okay from a rational perspective, but genuinely feeling and believing it.

We invite you to join us on May 14, 2026, at Noon CDT, for a live Zoom webinar with Marilyn Wechter, one of the country’s leading financial therapists and wealth counselors, about a framework for knowing where you stand despite the uncertainty going on in life and the world.

This is just another way to help our clients Take the Long View.

Please join us, reserve your spot here.

Sometimes the biggest financial wins don’t come from a brilliant move. They come from getting organized.

We’ve seen this firsthand. A client came to us feeling on top of things – accomplished, busy, managing a growing family. Over time, their accounts, statements, and documents had multiplied across different places. Once we gathered and consolidated everything, they discovered more than $1M they hadn’t been accounting for.

That’s what happens when complexity accumulates faster than anyone stops to sort through it. Smart people are busy. Accounts open gradually, responsibilities stack up, and what isn’t organized stays invisible.

Finding $1M matters. But putting it to work intelligently, rather than leaving it in cash or scattered across forgotten accounts, is where the real impact is. Invested well over 30 years, that capital can create real choices: retiring earlier, retiring differently, giving in ways that reflect your values. For the next generation, the difference can be even greater.

This is what it looks like to have someone bringing clarity and coordination to your financial life.

If you’ve been meaning to get a clearer picture of where things stand, we’d be glad to help. Many of our clients sleep better knowing every dollar is accounted for. Set up a time here.

I have Odds On to thank for helping me find my tribe at Hill.

Before Hill, with my engineering background, I had become a total nerd about the data around investing. I was obsessed not just with what the evidence said, but with how to build a firm that could give families the best chance to actually put that evidence to work in their real lives.

What I kept running into was that most firms had one or two of the pieces. They could talk about investing. They could talk about behavior and emotion. They could make clients feel cared for. But very few could do all three at once: evidence, behavior and emotion, and real client care through hospitality. I was looking for the holy grail, the island of idealism.

I wanted a firm that could think rigorously, communicate clearly, and help people stay steady enough to actually live out the plan. To really help clients hold onto what matters when markets, life, and emotions inevitably get messy.

I was also, and still am, a huge podcast listener. As luck would have it, I heard Matt on Radical Personal Finance talking about Odds On and the bigger vision behind Hill. Hearing him lay out his and Rick’s island of idealism, and the way Hill thought about evidence, behavior, and serving clients well, was the click moment for me. Hill was not just a firm I admired from afar. It was the firm I would have built myself if I had already built one.

So I guessed at Matt’s email address, sent him a cold email, and the rest is history. I will always be grateful to Odds On for that, because it led me to Hill, to work I love, and to my people.

Take the long view,

Nell