Strategy Guides

Take your financial confidence to the next level!

Having a Baby

Life Insurance for Growing Families Strategy Guide

If you are reading this post, congrats, your life is definitely more complicated than when you just had to worry about you and yourself. It may be that things are getting serious with your significant other or maybe you already have a growing family and were too busy to incorporate life insurance into your planning. Life insurance is one of those touchy, but important subjects. Who likes to think about dying and your family having…
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April 25, 2018 0

Why Achieving Short-Term Goals are More Important Than Achieving Long-Term Goals

The journey is more important than the destination. However, you also don’t want the destination to be a pit of misery because you lived it up a little bit too much on your journey. Often times, when it comes to financial planning, I hear from prospective new clients that although they think saving for the future is important they want to live life now.  I agree…  partially. I think a healthy balance of experiencing now,…
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March 17, 2018 0
Find the right fit

How to Choose the Right Financial Advisor Strategy Guide

  Did you know that almost anyone can call themselves a financial advisor?  Is that concerning for you as a consumer or a seeker of financial guidance?  In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in.  I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible.  Below…
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February 10, 2018 0