There are a few broad categories that trigger people to reach out to me. Retirement planning is biggest. Major life changes (marriage, divorce, having kids) is a common reason, too. Another one, albeit slightly more unique: “I have a good handle on our finances, but I want to get you involved because my spouse needs […]

 Have you ever wondered where your time went? Sure, you have…we all have at one point in our lifetime. We all sit around looking back at a series of wasted time we invested and wonder where the time went. If we had planned, organized, worked hard, and set goals, we would be looking back and […]