youtube 04 facebook 03 linkedin 02 consultation 05


Love and Money: How to Manage Finances Equally

Money is a leading cause of divorce and marriage counseling. How can couples avoid letting money ruin their love?

The answer – communication. When you say, “I do,” you unite more than just your families – your finances are now intertwined as well. While there is no ‘one size fits all’ approach to managing finances, a relationship benefits from open and honest conversations on debt, savings goals and budgeting plans.

Continue reading
69 Hits

1,000 Years Later, the Castles We Still Build

Over the past 1,000 years, the world hasn’t changed.

So began the story from our new-to-us Certified Financial Planner® practitioner, Dave Stevens. Dave has been a friend to one or more of us for more than a decade and he joins our team with open arms, and over 30 years of investment experience. I hope you enjoy his story half as much as we do.

Continue reading
68 Hits