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.
03.10.2022
We often look to retirement with much anticipation. It is a mark of success where greener grass plays on our mind, “If only I didn’t have to work, I would be happier.” We plan. We financially prepare. But what catches many people off guard and what we often fail to consider is how are we going to find meaning in retirement?
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.