Financial Planning

Ways To Work With Me

People continue to ask me what models/ways there are to work with me, so I figured it was time to put out a blog post explaining each option, the price, who it is right for, and what you get within each model since we have made some changes within our firm. Here are the 3 different ways you can work…

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Big Picture, Financial Planning, Millennials

The Most Dangerous Phrases In Personal Finance

When it comes to your finances, you might be your worst enemy. Constantly making poor choices and coming up with justifications for each decision is a formula for disaster.  Most people convince themselves that what they are doing is okay. Here are some of the most dangerous phrases people tell themselves that lead to poor financial decisions that you should…

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Big Picture, Financial Planning, Millennials

6 Stories of Mistakes People Made Before They Started Working With A Financial Planner

Mistakes can be so costly when it comes to your personal finances. The problem is that most are not intentional, they come from a lack of information or from bad information in general. In this blog post, we are going to look at 5 real life examples of mistakes people were making before they became our client. The interesting part…

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