Category Archives for Financial Planning

Money: Just A Tool To Build The Life We Want

When it comes to money and it’s place in our lives, many of us have it all backwards. We focus so much on the money and how we can get more of it that we forget what the money is really for. Money is just a tool we can use to build the life we […]

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Summer Financial Plan Review

Summer Financial Plan Update

  Ah, Summer! Time to kick back, relax on the beach, and enjoy a cold drink. While Summer is the perfect time to take some time off and relax it’s also the perfect time to do a quick financial plan review. What? You don’t have a financial plan? Well, in that case, Summer is a […]

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Discover Your Financial Behaviors To Achieve Financial Success

Financial Behavior Discovery

When it comes to building a plan for financial success it’s important to make sure that you are following a process that helps you live your best life, not just get by. As I wrote about a few weeks ago the first step in any true financial plan should be to get a firm grasp on […]

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You Are The Chief Financial Officer of Your Own Life, Your Financial Planner Is A Consultant

financial planning

When it comes to your money, it’s important to remember that you are the Chief Financial Officer of your own life, not anyone else. It can be easy to outsource this responsibility to a financial advisor, but that is the wrong approach to take. By becoming your own Chief Financial Officer (CFO) you’re taking ownership […]

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Why A Financial Planning Framework Is So Important

steel framework

Creating a financial plan is something that can’t be done randomly. There are too many moving parts that need to be considered in a organized manner in order for a financial plan to be effective. There needs to be a financial planning framework in place that allows you to systematically work through all the components […]

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Financial Products Do Not Equal Financial Planning

money puzzle

Despite what you may see or hear in a TV or magazine add, financial products do not equal financial planning. It can be easy to confuse financial products with financial planning. While nearly all of us will need to purchase some financial products in order to put our financial plans into place, the purchase of a […]

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What True Financial Planning Is And Why It Matters

When people hear the words “Financial Planning” they often think “Investments”. The reality is that true financial planning is much, much more than investments. Nearly everything in our world is money-related, so when we think financial planning, investments/savings is often one of the first thing that comes to mind. If you are interested in improving […]

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Why Retirement Planning Needs To Be Done Differently

“I see retirement as just another of these reinventions, another chance to do new things and be a new version of myself. ”— Walt Mossberg The Golden Years? Ah….Retirement. Time to kick back, do nothing and let the world go by after a lifetime of hard work, sacrifice and savings. Sounds familiar, doesn’t it? Well, […]

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Enough Is Enough Or Is It-FCP011

Figuring out how much is enough when it comes to our money can be a challenge. There are so many variables that must be considered when trying to find your own enough. Careful goal setting and planning can help you determine and reach the perfect enough for you.

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Why You Must Prioritize To Thrive-FCP007

Life is all about decisions. We don’t have unlimited resources or unlimited time. As a result we must make decisions about how best to allocate our limited resources. It’s the decisions we make and the priorities we set each and every day that largely determine where we end up. By prioritizing our needs we are better able to get through life and truly thrive instead of just surviving.

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