Two items that consume my time are financial life planning and nature. Until now, I hadn’t really taken time to understand how they interrelate and why I am so focused on them. I determined that incorporating the value of nature […]
We advocate for any one we encounter to seriously consider creating a financial plan. We all need a road map in our lives to coordinate our life’s goals and objectives. Where people do not have these identified, then that is […]
It seems that complete financial plans are getting longer and more complex for most clients. In the push to provide the most information possible, they are continually increasing the volume. This topic came to light when we were meeting a […]
Not everyone fits into this financial life planning mode. Those that are, and have a keen interest in charitable gifting and philanthropy, have a wonderful opportunity to leave a legacy. Regardless of the client, we make it a point of […]
There is a multitude of financial advisors in the marketplace. Employing the services of one can be extremely beneficial to an individual wanting to reach an investment goal or other financial objectives. It is important to know which types of […]
I thought I would take a different tack on this post and share about one of the strongest tools we use in client communication. The art of storytelling. We build trust by sharing personal stories with our clients. These relatable […]
Financial literacy, and its promotion, is meant to raise awareness of the importance of financial education and the consequences of a lack of knowledge about personal finances. Its so important that the month of November is recognized a Financial Literacy […]
A core practice area for us is corporate financial life planning. It is clear that corporations do have some inherent planning tools. One of the key areas is maximizing the use of corporate financial assets. The trouble is many corporations […]
You’ve probably heard the saying, if you’re lucky enough to be Irish, you’re lucky enough. But what exactly does the luck of the Irish mean? Where did the expression originate and why? Does luck simply refer to the will and […]
The underpinning of any financial life plan is your net worth calculation. It’s a critical tool, as a starting point, and usually requires some work. Many people use their net worth as an indicator of their financial health. However, there […]