The Living Balance Sheet ®
What if you could work with a professional who took a completely different approach to money management?
Understanding Today’s Financial Environment
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Why are they made again and again? Making sense of these errors in judgement.
Learn more about women taking control of their finances with this infographic.
A look at the new, record-high retirement contribution limits from the IRS.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Savvy investors take the time to separate emotion from fact.