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Here's What We Think

The MOST important part in designing your Financial Life Plan Thumbnail

The MOST important part in designing your Financial Life Plan

What is the FIRST and MOST IMPORTANT part of the Financial Life Planning process? When we begin a new client's Financial Life Plan, we seek to answer 3 key questions that revolve around cash flow. We want you to be able to answer these questions definitively at the end of our planning process. This is all before we even touch on investments, tax coordination and insurance coverage...

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My Surfing Experience & My Stock Market "Prediction" Thumbnail

My Surfing Experience & My Stock Market "Prediction"

We are living through an extravagant bull market… U.S. Stocks have returned over 600% since March of 2009. And over the last few years especially, it seems like every time you look at your accounts, you’ve made more money! 📈 Despite Covid, it’s been a fun 2 years to pull up your statements! And so it’s natural to get comfortable & to start thinking that the market only trends one way! But, honestly, this type of thinking is dangerous…

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