Financial Planning Articles

Moving From Innovation to Trust

By |2022-12-02T16:02:56-08:00December 2nd, 2022|

The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.

Intentional Spending

By |2022-09-23T15:56:51-07:00September 23rd, 2022|

Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.

The Power of Being Known

By |2022-09-23T15:52:57-07:00August 26th, 2022|

A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.

Power of Attorney: A Caretaking Role

By |2022-08-26T15:25:31-07:00August 12th, 2022|

Being power of attorney for someone is a fiduciary responsibility, and it’s not one we should agree to lightly. We agree to serve because it means taking care of someone we love when they can no longer care for themselves.

Mindful Finance

By |2022-09-23T15:53:26-07:00July 29th, 2022|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.

Sharing the Power (of Attorney)

By |2022-08-05T14:20:37-07:00July 15th, 2022|

Naming a good power of attorney and sharing your wishes, values, and financials with them will ease the transition into sharing control of critical aspects of your life and provide peace of mind.

Illuminating the Next Chapter

By |2022-07-01T09:45:06-07:00June 10th, 2022|

At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.

Planning While the World is in Flux

By |2022-01-07T14:31:38-08:00December 10th, 2021|

Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.

Firewise Planning

By |2021-10-22T13:29:14-07:00October 8th, 2021|

Fire season is now an annual concern for Californians. Having a plan for the risk of fire can better protect your family's financial resources.

Taking Control of ‘Losing Control’

By |2021-09-24T14:26:07-07:00September 10th, 2021|

Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.

Your Retirement, Your Values

By |2021-06-03T10:45:51-07:00May 11th, 2021|

A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.