In this video, I’ll cover what financial planning actually is in under 2 minutes. If you want to learn more about the financial planning process, visit the Services page.
Here are the two reasons defining your Why is the most important step in creating a successful financial plan. Read this article for a step-by-step guide on defining the why behind your financial life plan.
As you kick off your new year, it’s important that you take the time to ensure your finances will support the year you hope to have rather than hinder it. Since our finances affect every facet of our lives, improving your finances can support success in other areas of your life. Use the following 6Continue reading “6 Tips To Tune-Up Your Finances For The New Year”
Many people think that financial planning is investment management or insurance sales, but those are just financial planning tools. Real financial planning is the process of aligning all of your resources to support your life goals. Said differently, financial planning (when done right) is the process of painting your dream life, being clear and honestContinue reading “Defining the Why Behind Your Financial Life Plan”
WHAT IS A PERSONAL NET WORTH STATEMENT? Once you have your goals defined and have determined whether any money is required to accomplish them, you will need to know where you stand financially, which makes sense because you can’t travel to somewhere new if you don’t know your current location. That’s the clarity a netContinue reading “Finding Your Financial Location With A Net Worth Statement”
What is estate planning? Estate planning is the process of arranging how your assets will grow, be protected, and be transferred efficiently and effectively. Estate planning doesn’t just involve planning events post-death but also includes planning for how your wishes will be carried out if you become incapacitated. Estate planning is often a neglected partContinue reading “8 Steps to Create Your Estate Plan: For Federal Employees”
As important as money is in our lives, many still find it difficult to be intentional with their money and often find that money drives their lives instead of supporting the life they want to live. When you are merely putting money in and pulling money out of your account with no defined goal, itContinue reading “6 Steps To Define Your Money's Purpose”
We all know that an emergency fund is cash set aside to cover unexpected life events, such as medical expenses, home-appliance replacement, car repairs, or unemployment. We also know that the reassurance of knowing that large or small, we can maintain our normal life through the inevitable curveballs life throws at us helps us toContinue reading “6 Tips For Building Your Emergency Fund”
Considering homeowners insurance protects what may be the most significant investments of your life, it is critical that you have adequate coverage. But how much homeowners insurance do you need? The truth is that every home has vastly different insurance needs depending on where it’s located, how it’s constructed, what’s inside as well as multipleContinue reading “5 Steps to Ensure You Have Enough Homeowners Insurance”
With today’s healthcare options resembling an alphabet soup, choosing a healthcare plan can seem like a daunting task. This quick guide will help you decipher the healthcare lingo and choose the right plan for you and your family. 1: Terminology It’s essential to understand key health insurance terms. Understanding the lingo will allow you toContinue reading “How to Choose a Healthcare Plan”