The Tax Control Triangle

Does it matter where you access money for a specific goal? The answer is YES! Introducing the tax control triangle. Learn more now.

Plan, Intention and Balance --- The Trifecta in Physical and Financial Well-Being

Does the work you are doing around your financial goals involve plan, intention and balance? These are three crucial themes for financial planning. Read more on a recent interaction with a client with this trifecta in mind. 

5 Steps to Lower High Stock Concentration

While it can be hugely beneficial to have company stock, if you are not careful, you may build up a significant concentration. And a concentration of one stock can cause increased risk. So, what to do? Find out here.

Planning a Trip in 2021?

Many signs point to a rebound for travel in 2021. And since we have all had plenty of time to dream, what are the top destinations on your travel list?

6 Ways to Stay Financially Fit in the New Year

While many people make a new year’s resolution to get physically fit, this is also a great time to look at becoming more financially fit. If your financial health is not where you want it to be, consider these six tips to improve your financial fitness.

What Good Things Have Come from 2020?

2020 has certainly been a difficult year for many people around the world. Millions have been sickened by the COVID-19 virus, laid off from work and are feeling financially strained. But as hard as it has been, there are still some positive things that have come from this period. Here are eight good things that have come from the COVID-19 pandemic to share with anyone who could use a smile.

Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy

Wondering if you’re best prepared for the upcoming giving season?
Before you know it, the holidays will be here and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of.

Am I Going to Be Okay? The Anxiety & Excitement of Transition

The combination of excitement and anxiety is very common during a time of transition. So are the butterflies we all feel. Learn how a holistic plan has helped others during these times in my latest article.

Shirts and Financial Plans: The Hidden Steps That May Surprise You

One size does not fit “most.”  Those shirts you see at Nordstrom take many steps to show up on the shelf. So does a tailored financial plan. Uncover the hidden steps that go into creating both in my latest article. 

Three Buckets Investment Philosophy

The topic of investment philosophy surfaces with every client in our initial meetings and is revisited throughout the relationship. My investment philosophy centers on a number of factors such as risk tolerance, investment mix and experience, asset size, and goals. However, time frame is at the center of this discussion and is a critical component in determining how to invest. And for investment time frame, I call my approach the “Three Bucket Theory”.