Financial Planning

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.

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.

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.

Giving with Intention

By |2021-12-10T15:41:51-08:00November 19th, 2021|

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

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.

Mindful Finance

By |2022-08-26T14:44:21-07:00August 19th, 2020|

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

Living the Dream?

By |2021-06-03T11:11:34-07:00April 6th, 2020|

Our daily routines and rituals are a reflection of how we are learning to cope. We consider how daily routines and respecting boundaries help us find a sense of normalcy in a world that is out of balance.

Giving in the Time of Coronavirus

By |2021-06-03T10:47:38-07:00March 30th, 2020|

During times of crisis, there is an innately universal desire to help others in ways both big and small. This week’s Monday Moments looks at options for giving back in your community and offers thoughts on how you too can make a difference.

Making Good Financial Habits Permanent

By |2021-06-03T11:20:15-07:00February 4th, 2020|

The dawn of a new year can inspire a sense of hope and potential. Moving forward into a new calendar gives us space to reflect, and the desire and confidence to change. We explore how to build good financial habits.