"How Do You Want To Feel?"  I've quoted the question asked by online spiritual mentor, Danielle LaPorte.  Her work is focused on asking ourselves how we want to feel and thoughtfully opens doors in our minds to explore what it is we really WANT in our lives so that we set "goals with soul". From [...]

Nov 27, 2018

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Did you know that conscious thinking drives only 5% of your financial decision making? Over the years of working through financial pivots with our clients, we’ve learned NOT to assume that our client’s decisions are being made based on rational thought.  You may be shocked to find out that thinking through big financial decisions may [...]

Sep 20, 2018

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What to Expect When You’re Expecting [a Financial Plan] We all recognize the value of being financially organized. You’ll be hard pressed to find a person who dismisses the merits of saving for future goals such as your kids’ education or retirement. Many folks agree that it can be advantageous to seek professional help in [...]

Aug 14, 2018

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You might expect a Certified Financial Planner ™ Practitioner, such as myself, to get totally amped about putting a budget together with my clients.  After all, Cash Flow Management it is a logical part of getting to know my client’s situation and is naturally addressed in the CFP® Board’s 6 step financial planning process. Budgeting […]

May 16, 2018

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