by Guest | May 6, 2022 | Financial Life Plan
Your journey to financial freedom can seem daunting. But remember, you don’t need to be a financial expert. All you need is a solid foundation of basic financial education in order to make wise financial decisions and work effectively with your financial advisors. ...
by Guest | Apr 15, 2022 | Financial Life Plan
Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a social psychologist at the University of British Columbia, also wanted to understand the effect of spending choices on happiness. For example, previous research clearly...
by Guest | Apr 1, 2022 | Financial Life Plan
I wouldn’t dare try to replace the timing belt on my car. And I’d never cut my own hair—unless I was willing to wear a hat until my lopsided trim grew out. But financial planning … that’s another story. I am a financial planner. Helping people make smart money...
by Guest | Mar 18, 2022 | Financial Life Plan
If your “to-do” pile contains a bulging file of paperwork for your tax return, you have plenty of company. The months leading up to April 15 are when everyone gathers and reviews their W-2 forms, investment statements and donation receipts. The first few months the...
by Guest | Mar 4, 2022 | Financial Life Plan, Financial Planning for College
Next to housing costs, paying for college may be the most significant financial commitment Bay Area families face. The average cost of attendance at public schools this year is $20,000 and for private, closer to $40,000 – for four years that is $80,000 to...
by Guest | Feb 4, 2022 | Financial Life Plan
Financial Life Planning is a holistic process that will first help you to clarify your values and then guide you in defining and designing your unique version of the “rich” life. When thinking about values, we often think in terms of principles or standards we...
