Do You Need a Financial Planner? Four Questions to Ask

I love what I do, so I frequently find myself talking about all the different ways I help people. Most people don’t understand all that encompasses the job. Usually, it is an assumption that we are only helping with investments, but it is so much more than that. Because of this, I wanted to dive into what comprehensive financial planning looks like and what questions to ask if you are interviewing potential planners.

5 Steps for A Strong Financial Foundation for 2022

What makes a strong financial foundation? Start the new year off right with a foundation for financial planning. Read these 5 steps here!