How to Plan Your Digital Legacy

Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.

How to Plan a Business Exit

Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.

Do You Have a Financial Caddy?

A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life. 

Dividing Finances in Divorce

If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.