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I like to be fully transparent with my clients. I encourage them to ask me hard questions, and I’m committed to answering them truthfully. For example, is it a positive or a negative that I am the only financial planner…

I had a passion in finances from an early age, partly because I was simply interested, but also because my dad really prioritized teaching me. We used to have “Stock Talk Tuesdays” after dinner. He would pull out annual reports…

Happy 2020! The blog is back after an extensive holiday break, and we’re already well into January! January always brings this fresh bubble of hope with it. Emphasis lies on all of our new goals, better habits, and healthier versions…

When I started this business last year in 2018, I knew I wanted to use it to give back to the community. I wanted it to make the world a little better and be a blessing to others. So I…

The Christmas season has arrived! It’s all around us with decorations everywhere we go, music while we drive, parties on our calendars, and gift lists for our loved ones. Turning on our TVs highlights the season with beloved Christmas movies,…

I used to have an hour commute home from work every day. My daughter, Harper’s dance class was on my route home, so on those days I would time it so I could pick her up on my way. This…

My post today is a bit of a rave and rant, so I apologize in advance for my complaining. Last week I needed a plumber to fix a leak in our water filtration system. I called a company that I’ve…

Today I’m making some new friends. I’m going to spend the day hosting two auditors at my house. They’ll be combing through my company to make sure everything is on the up and up (which it is). As an owner…

My extended family draws names for Christmas gifting each year. The annual draw happened last week, which feels like the official gesture that Christmas is on it’s way. Now we start thinking of gift ideas and wish lists. And then…

"Free vacation with no strings attached!" "You were randomly selected to win our grand prize!" "A car dealership is in desperate need of your exact car and will pay you top dollar for it!" If you’re like me, you probably…