The fact that I work mostly with millennials, means that I see people just as they’re beginning their financial lives. They often haven’t had much of a chance to accumulate any assets, especially if they’ve pursued any higher education. They almost always have a load of student loan debt and are simultaneously anxious about managing […]
Let me paint a picture for you. A woman wakes up early on Saturday morning, brews some coffee and powers up her laptop. She sits down at the kitchen table and pulls up her bank and investment accounts. She has been diligently putting some money away with every paycheck and should feel proud and confident […]
I don’t mean to get all preachy on you guys, but I am definitely calling these our “4 Commandments.” Anyone who knows me knows that I’m not a massive “rule” person, but there are some truths and systems that are undeniably effective. Below are the key tenets of what I teach clients. I’ve refined them […]
It takes a crazy amount of dedication and commitment to become a CERTIFIED FINANCIAL PLANNER certificant, and even more if you want to own your firm. The amount of paperwork I produce is unreal, trust me. I do this because I love it and it is so unbelievably satisfying to see the look on my […]
If you’re like most people, you think that financial planners are for rich people or for when you have your “financial act” together. Does that sound familiar? It’s probably the most common feedback I hear from prospective clients, and honestly couldn’t be further from the truth. The reality is that everyone could benefit from working […]
So you’re considering hiring me as your financial planner, but you’ve never had a financial advisor before. Well, here’s a bit of a behind the scenes sneak peek of what the process entails, and what it’s like to have yours truly as your financial BFF. Step 1: Introductory Phone Call You would schedule an introductory […]
