Mar 1, 20212 minWhat is the Role of a Financial Planner?A financial plan is a map of where you are trying to go. It encompasses where you are today, your goals, resources, and your desired...
Mar 1, 20213 minReal Financial Planning - Living in AlignmentReal financial planning is the process of aligning your money with your life. In this month’s article, I will show you how your values...
Mar 1, 20213 minFinancial Planning in an Uncertain WorldIn an uncertain world with layoffs, shaky markets, and a global pandemic, what role does financial planning play? Financial planning is...
Mar 1, 20214 min A Few Truths About Financial Planning A good definition of financial planning is maximizing your financial resources to live your best life. Financial planning is a dynamic...