Financial Planning

How to Approach Financial Aid + Planning Based on Your Needs

We work with clients and families to help them plan for an affordable college experience, one that doesn’t stress parents out or leave students with crippling debt. To help with this process, we really want to dig into the wide range of college options available… and how to narrow in on colleges where your student should apply.

Cultivating Your Financial Forest

In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Breaking up your finances into categories and remembering to look at the big picture makes analyzing your finances less daunting.