The Meaning and Importance of Your Money Story We've all heard that our early life experiences are foundational and shape the way our brain develops. The way we grow, how happy we are, what our future health might be like, how we learn, and our sense of family and community are all programmed through early [...]
Why I became a financial planner: I was recently met with a list of interview questions by a potential client seeking a Certified Financial Planner™ professional to work with.  In addition to  being a couple after our hearts for their disciplined  vetting process, completing the two page document offered me just the pause and reflection [...]
Not Always a Nail Proper Uses of Insurance in Financial Planning To paraphrase a famous saying, “When you have a hammer, every problem looks like a nail.” Unfortunately, this isn’t just true in carpentry, but sometimes in the financial world as well. Everybody gets up in the morning and goes to work so they can [...]
"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 [...]
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 [...]
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 [...]

May 16, 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 […]

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