HOW IT STARTED
It began with problems I wanted to solve for myself.
My work in financial services showed me how difficult it could be to take a large amount
of information, calculations, and competing options and turn them into something a client
could clearly understand.
The process was more scattered and time-consuming than I thought it needed to be. Rather
than continuing to work around the problem, I started building tools to organize the
information, simplify the analysis, and make the comparison easier to understand.
That work eventually became Common Sense Financial Analytics.
A similar thing happened in my personal life.
I was being encouraged to set goals, work on personal development, and become more
intentional about where I wanted my life to go. The problem was that I had no idea how
to actually do that. “Set goals” sounded simple, but I didn't know how to decide what my
goals should be, how to organize them, or how to turn them into something I would
consistently act on.
So I started studying.
I spent a great deal of time learning from successful people, studying their approaches
to goal setting, habits, discipline, personal development, and long-term planning. There
were a lot of valuable ideas, but they were often spread across different books, programs,
and systems.
I began taking the principles that made the most sense to me and organizing them into a
process that was easier for me to understand and use.
That process eventually became two separate tools.