Author: Sydney Woodward, CFP

Over the past 18 months, our team has made an intentional commitment to expanding our impact in the community through pro bono financial planning. This commitment is rooted in one of our core values: Give Big. We believe that sharing unconditionally is the path to...
Topics: Financial Planning, Give Big

If you’ve been a Client of ours for a while, or if you’ve met with us to learn more about who we are and what we do, you most likely have heard one of our financial planners say “we want to be your first call.”...
Topics: Financial Planning

Money isn’t just about numbers in a bank account – it’s deeply emotional, personal, and our relationship with it is often shaped long before we earn our first paycheck. The way we handle money often comes from deeper, subconscious beliefs referred to as Money Scripts®,...
Topics: Financial Planning

A few months ago, we wrote an article titled Navigating California’s Insurance Market Crisis where we reviewed the current status of the insurance market, discussed the present risks facing insurance companies, and dove into the impact those risks may have on California residents. Since this...
Topics: Financial Planning

As we approach the transition to new leadership on Inauguration Day, we felt it timely to reflect on the wisdom and inspiration of some of our former Presidents. Their leadership not only offers lessons on resilience and vision, but we also found some insights and...
Topics: Financial Planning

California's insurance market is facing a crisis, driven by rising wildfire risks and increased costs to rebuild after disaster. Many homeowners are seeing their policies non-renewed, leading to limited and costly insurance options. In this piece, we explore the root causes of the crisis, from...
Topics: Financial Planning

Last Updated: April 29, 2026  Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into...
Topics: Financial Planning