Patching Holes in Your Financial Fences
May 16, 2020
The metaphor I use in my office is that financial planning is like raising a farm of cash cows. You have to put a fence around cows or they’ll find
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
How To Do One More Day When You Think You Just Can’t
April 23, 2020
I went to bed April 4th feeling just fine about sheltering in place until May 3rd. Then I woke up on April 5th and thought, “I can’t possibly do one
Finding a Sense of Peace
March 30, 2020
I imagine there’s always been bad news, but lately it feels worse than ever. There’s too much information, too much hysteria and too much “yelling.” More than ever, people long for
Recent
Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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