Financial Planning


May

05

2017
Financial Planning as a Process

Financial Planning as a Process

Oftentimes when I speak with a potential client for the first time, they have one item in mind that they want to discuss.  Typically, this is a pain point that has surfaced recently where they have realized they are out of the depth of their knowledge.  Maybe they have done a great job accumulating money. Now that they have it, they don’t know the most...

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Mar

31

2017
Lifestyle Creep and How to Avoid It

Lifestyle Creep and How to Avoid It

No I’m not talking about the plot of a scary movie.  Though the idea of Lifestyle Creep could possibly be a Hollywood Blockbuster.  I’m talking about the idea that over time, as we earn more, we spend more, oftentimes without consciously making the decision.  The trouble with this is that it occurs without us noticing.  The only way to combat it is to have a...

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