Educated Guesses and Course Corrections – Planning for Life’s
I create financial plans. I love plans and planning. In fact, I’m pretty passionate about it. The plan is important. But let’s get real. It’s just a guess at how to get from your current reality to where you want to go at some point in the future. It’s a quick snapsh …
The Process – Step-by-Step Financial Planning for Your Future
This month marks the last in our financial planning series. If you’d like me to write about any specific topic in upcoming months, email us. We’ll put your idea in the hopper. January’s and February’s posts focused on the what of financial planning. March’s post focused on the why of …
You Need a Manager
Welcome to the 3rd post in our financial planning series. This one is all about goal setting with the promised Rocky Balboa metaphor.
Building Blocks of the Plan
This is the second post in our blog post series: The Good, the Bad, and the Ugly of Financial Planning. Just kidding. It’s really just called Financial Planning. Don’t lose consciousness yet. I promise to make it as un-boring as possible. If you’re wondering where the first post in the seri …
Christmas Cards and Financial Plans
This is the 1st post in our Financial Planning blog series. And yes—we’re talking about Christmas cards in January, on purpose.
