facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Our Two Cents

The financial planning landscape can be pretty confusing.  Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it.  I believe in transparency and always acting in the best interests of my clients. 

5 Things Every DREW Should Know About Financial Planning Thumbnail

5 Things Every DREW Should Know About Financial Planning

This article focuses on the DREWs. A recent article stated that 29% of DREWS have hired a financial planner. Of these different personalities, DREWS are the most likely to have complicated financial decisions, which require actual financial planning. However, because of their debt, DREWs probably are in the position of least being able to afford good financial advice.

Read More
Why is an emergency fund so important? Thumbnail

Why is an emergency fund so important?

An emergency fund is a fundamental part of financial planning. In fact, you can argue that emergency savings is SO important that you can’t really implement the rest of your financial plan until you have enough in emergency savings, or at least a sound plan to get there fairly quickly.

Read More
Schedule an Initial Call