Category Archives for Financial Planning

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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Why EVERYONE Needs A Financial Plan

Everyone needs a financial plan. Today’s world is too fast moving, and our dependence on money is too important for us to not have a plan. Money impacts us in nearly everything we do, and is more complicated than ever, so it’s important to be able to safely and confidently navigate the world of money on a day-to-day basis. The problem is that most traditional planners only serve high net worth individuals. Fortunately there is a new type of financial planner that offers affordable financial planning for everyone, no matter their net worth.

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Birthdays And Bucket Lists- FCP005

One of the best times to review your progress in all areas of your life is on your birthday. Episode 5 of the podcast gives you some tips on how to make the most of your annual review to make sure you are on track for the life you want to live

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Financial Planning: The Bridge Between Your Money And Your Life

While money is important it is not a prerequisite to having a happy life. But, a good financial plan can help you make the most of your money and provide you with the means to live your life in the manner you choose. My main objective as a financial planner is to help people live the life of their dreams, whatever those dreams may be.

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Avoiding Plannerspeak-Making Financial Planning Understandable Again

The language the financial planning industry uses has an often well-deserved reputation of being difficult to understand, even downright confusing. This creates confusion and reduces the chances of success. There’s a better way to plan and that’s by using a client-first, collaborative process and explaining everything in plain English, not “plannerspeak”.

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