Improve Your Relationship with Money by Answering These 5 Questions
Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they...
Get Your “House” in Order Before You Retire
“Does this spark joy?” Millions of people are asking themselves this question about their homes and possessions thanks to Marie Kondo and her wildly popular decluttering philosophy. Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed...
Making Your Life Plan a Reality
Putting your life before your financial plan. As Financial Life Planners, our process begins with understanding your life plan. We start by asking you about your family, your work, your home, your goals, and the things that you value the most. Our job is to build a...
How to Phase into Retirement and Take It for a Test Drive
Why wait until you’re 65 or older to ‘retire’? You might be worried about running out of money. Or like many parents, you might want to keep supporting your children through some major life transition, like college, marriage, or buying a first home. Maybe...
Is How You Use Your Money Aligned With Your Values?
That starts with thinking about what’s really important to you. The people whom you love. The causes that are dear to your heart. The activities that keep you feeling fit and full of energy
Recent articles
- Financial Planning is About Making Your Life Plan a Reality15 May 2019
- Improve Your Relationship with Money by Answering These 5 Questions15 April 2019
- Get Your “House” in Order Before You Retire15 March 2019
- Making Your Life Plan a Reality15 February 2019
Ten Investment Principles15 January 2019
