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Inspiring Healthy Relationships With Money

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Do I Need a Trust?  Thumbnail

Do I Need a Trust?

Making smart decisions to protect your loved ones is a big part of what we try to do with financial planning. As part of that process, estate planning brings up a number of questions, one common one - ‘Do I need a trust?’

Do You Need a Financial Advisor? Thumbnail

Do You Need a Financial Advisor?

There can be misconceptions about what advisors do, who needs one, and the best time to seek one out. I’ll offer perspective based on what my practice offers as an independent advisor and CFP® professional, and the problems we help address along the way.

How to Set Goals That Stick Thumbnail

How to Set Goals That Stick

It’s true that people without goals aren’t as successful as those who set them, and people who don’t write down their goals are much less likely to accomplish them.