Not every financial planner is going to offer you what you need. Working with a financial planner requires making sure that you have a good fit. We’ve already gone over how to decide whether you need a financial planner and making sure you’re on the same...
Throw your Net Worth Statement in the trash. Every year most Americans look at this piece of paper riddled with dollars and cents and they draw drastic conclusions about their financial success. Often when I sit down with clients, there is a tendency to look solely at...
Every client I have is a different relationship. I work hard to understand my clients as individuals and to learn what is different about what each of them needs and how they like to work. The best clients understand that there are things they can do to contribute to...
When my husband and I bought our first house, it was with the intention of having a home office. I wanted the flexibility. I would still have the physical office, but being able to work from home was key in creating the work/life balance and flexibility that I...
