Financial Planning = Lifestyle Planning

We are all so busy living day to day, we often don’t take the time, or see the value in looking at the big picture. Or we are afraid of what that picture will look like so we actively avoid thinking about it. The beginning of any plan, financial or otherwise, involves having a vision for your life, both now and in the future. What would you like to do when you stop working at your full time job? Are you someone who is content to be at home surrounded by familiar things, with family and friends? Are you someone…


Hello World!

Kay and I are excited to begin this fun, educational resource for you (our clients), your families, and any friends that you think would enjoy visiting. Our hope by starting this blog is to create a source for information that is important to your financial lives, and an easy way to share such information with other people you care about. Given the complexity of many financial matters, we will attempt to present our contributions in a manner that can be easily understood, and not yawn worthy (although we can’t promise you will be as excited as us on some topics).…