5 Financial Steps for Newlyweds
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…
Are Financial Advisors Worth the Fee?
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
Why Monitoring Goals Matters Most, Ep #4
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
Top 10 Most Read Posts of 2015
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so that it is structured as efficiently as it can be…
How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points…
Baby on the Way? 5 Tips to be Better Prepared
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…
Five Topics to Discuss Before Saying I Do
There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes to say “I do”. As recently engaged couples get caught…
The CPA Designation
About the CPA designation Having the accounting expertise of a CPA on our staff provides additional value to our clients. Will Holt, CPA, CFP and partner in the firm has worked in the field of accounting for almost two decades…
Tools
Get Started worksheet – includes checklist of things to bring and questions to prepare you for the planning process. Expense Entering Report – understanding your spending is critical in developing a financial plan. Once a client, you can access our expense tracking…
Let’s Make A Plan…
Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting. The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…
