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.
04.05.2023
When completing the financial plan, we ask all our clients to develop a current and retirement budget. For some, this is a big ask. Sends a shiver down the spine. Today I challenge us to consider the idea: a budget is not a foe, rather a friend. It is about liberation, not restriction. A tool to empower ourselves in our financial and personal lives. Our budget can help us make informed decisions about how to spend our money to enrich our lives.
03.13.2023
The best investment advice we can give you in a year like 2022, is to double down. Seriously. When things get ugly, like they did in 2022, put more into your investments. Buy more assets at cheaper and cheaper prices and snatch up what everyone else seems to be panicking and selling.