How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!
Confirming What You Know
Category: Financial Planning
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Hold Still!
Category: Financial Planning
Lessons from the Final 4
Category: Financial Planning
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
Cars, Planes, and Market Crashes
Category: Financial Planning
As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come.
How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!
Confirming What You Know
Category: Financial Planning
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Hold Still!
Category: Financial Planning
Lessons from the Final 4
Category: Financial Planning
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
Cars, Planes, and Market Crashes
Category: Financial Planning
As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Uncle Sam Wants His Money
Category: Financial Planning