AffiliationsAll of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.Read more
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.Read more
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]Read more
In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast.After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire EarlySave, Like A lotLive as a MinimalistDebt Free (Should You Payoff Your Debt)InvestmentsWhat You Should Watch Out for to Retire EarlyThe[…]Read more
Value of Improving Your Finances Can You Improve Your Finances? Improving your finances allows you to have confidence that your goals are attainable. That confidence is the key to unlocking future possibilities and opportunities. Leveling Up Is Permanent! If you do not believe you can level up, then we are not a good fit. If you are excited to level up, here is where I may add value: EducationCoachingStrategyWorking with an ExpertAvoiding Big Mistakes Think[…]Read more
How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Married Couple Money Conversations[…]Read more
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