The Art of Financial Planning
The first thing I do with a new client is discuss their goals and objectives. I do my best to pull out their dreams about the future. My goal is to understand what they want and more importantly have […]
financial planning
Find the Right Balance
We’re heading into the last month of the summer. It’s gone by fast, hasn’t it? Finding the time to pack all the activities and trips we long for in the summer into our already busy schedules is challenging. […]
Walt Disney World
We just got back from 6 days at Disney World. We were there to celebrate my father-in-law’s retirement and it was definitely a trip of a lifetime for my kids. There was wonder and amazement all around us. They giggled […]
Congrats! You Just Gave Birth to a Tuition Payment!
You just received the wonderful news that you and your spouse are going to become parents. Thoughts of the many adventures parenting will bring are swirling through your head. The last thing on your mind may be paying for college, […]
Fly High
Take time to enjoy the moment. Turn off the TV. Lean the phone behind. Stop checking social media. Trust your plan. And just fly. And if you don’t have a plan well I guess your feet can never leave the […]
