Your Journey to Financial Freedom

Your Journey to Financial Freedom

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. ...
The Art and Science of “Smarter” Spending

The Art and Science of “Smarter” Spending

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...
Why I (yes, I!) hired a financial planner

Why I (yes, I!) hired a financial planner

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...
Values Define the “Rich” Life

Values Define the “Rich” Life

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...