WE ARE ABOUT GUIDANCE

Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

What is your Plan B?

02.02.2022

In our practice and through the financial planning process we explore different scenarios and events which could, and one day most likely will, impact your life.  Death, disability, long-term care, unexpected expenses, the list can be long. We work on solving for these unknowns which is what ultimately becomes your Plan B, even if you didn’t know you had one. We also occasionally work through resistance on our clients’ part to face these potential unforeseen and unpleasant events.  We work hard to bridge this resistance because we have seen what happens when there is no Plan B in place.

Financial Planning Fundamentals, Part One

01.06.2022

We all have to start somewhere.

Whether we’re learning a new language or picking up a sport for the first time, we can’t expect to be experts right off the bat. It is valuable to learn the basics before we jump head first into a new skill. Personal finance isn’t all that different. It is a skill like any other and we should treat it as such.