Financial Planning

Entrepreneurs are a rare breed. We all know that entrepreneurship is the road less travelled due to the costs, risks, and challenges that come with it. However, as we know, risk and reward are related; with greater risk comes the potential for greater rewards. Entrepreneurs...
Topics: Financial Planning

One of the most beautiful things about our species is our ability to create something completely new out of the resources around us and our imagination. Furthermore, is our ability to project raw emotion onto the canvas, through dance or song, or through a photograph...
Topics: Financial Planning

In life, crisis is unavoidable. With proper planning and resilience, however, a crisis can be maintained, and even nurtured, to not only minimize devastating effects, but also to inspire growth. This means that having a financial plan built to withstand a crisis, whether due to...
Topics: Financial Planning

Money is emotional, there’s no way around it. And too frequently, some of the most common emotions are negative – shame, fear, guilt, envy – and they can keep you up at night. According to a National Foundation for Credit Counseling survey, nearly 70% of...
Topics: Financial Planning

Moving to a new state can be filled with so much excitement, and also an enormous amount of stress and uncertainty. Before you make this big jump, consider all the implications of making a move and plan for each one. So, what financial matters should...
Topics: Financial Planning

Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...
Topics: Financial Planning

The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...
Topics: Financial Planning