Getting started as a young professional is overwhelming. We all know it. In what feels like seconds, we went from only worrying about how to pay for $1 wells at our local dive bar to having to decide about benefits, paying student loans, building savings, 401(k)s, etc. How are we supposed to understand what to do with the limited resources…
Category: Financial Planning
10 Core Beliefs About Financial Planning
Let me start by saying, there is not one perfect way to approach financial planning. Each plan is different, as they should be. Over the past few years, I have developed a core belief system which acts as the foundation of each unique financial plan. The ten beliefs below are principles I share with my clients, so they can understand…