Over the past few months, me and my cofounder have been sitting around cracking our heads over how to best connect the very “boring” topic of financial planning with our user base. What do you think about when you hear the term “financial planning”? For some, it’s saving money, for others maybe investing. And there are others I’ve asked who said it even comes with a twinge of baggage about a confusing experience with a financial planner. Because for most people, financial planning isn’t fun, nor approachable. But then we suddenly hit upon a brainwave, to go right back to basics. All the way to the pillars of financial planning, to every conversation opening I have with my in-person clients (back when we could do that!) Here’s what we’ll begin with:...