(888) 333 6986
Client Login
Having “The Talk” with Loved Ones
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how more
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more
Days of Necessity
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone more
Transition: What Can a Trapeze Artist Teach Us?
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist more
Living to 100
By Cicily Maton, CFP® Last week my business partner and I met with a colleague with whom we do business. more
Why My View of Money Is Different Than Yours
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you more
Does It Matter?
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a more
How Women Can Avoid Money Mistakes
By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more
7 Steps to Combat Identity Theft
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the more
The Real (Intangible) Power of Financial Planning
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more