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.

Relationships Born on More than Money

08.05.2025

We recently traveled to the Netherlands and Norway on a Portland Best Practices trip and then Estonia, Latvia, and Lithuania on our TenBridge Baltic Bike Ride.  Finished up in Poland to visit family.  During the trip, we met with public officials and public sector leaders in the Netherlands and Norway.  We took tours of several beautiful and peaceful cities and had opportunities to share great food and beverages with many locals, and in general, absorb the land and the people.  Even though people in the Baltics have a stern exterior, they bloom like flowers when you engage with them in conversation!

Financial Planning & Preparation for College

07.10.2025

As a parent of an 18- and 20-year-old, our household has navigated lots of ideas about what path to take after high school – and how to pay for it. There are so many options! It’s an exciting time as your student explores what goals to pursue and what training or education is needed to get there. It is also time to determine the balance between your students’ goals and interests with the resources available to cover college-related expenses.