The Meaning of Wealth

The meaning of wealth isn’t necessarily defined solely by the dollars in our bank account or the value of our investments, but rather how those assets help us build memories with the people we love. There are rich people and wealthy people in life; the only difference being that wealth can be obtained without money. […]

Helping Parents with Finances

Discussing money with family quite often becomes uncomfortable for most people especially when helping parents with finances. If you think about your life, you probably realize that it wasn’t always that way. As a child and teenager, you were completely comfortable asking Mom and Dad for a few dollars every now and then. Perhaps even […]

Effective Financial Planning

You’re going somewhere, but is ‘somewhere’ really where you want to be? Life is a journey and managing your money effectively helps it become magnificent. Effective financial planning is the means by which you craft a journey towards a known destination and then make adjustments along the way. We know it can be challenging. We’re […]

Understanding a Car Lease

Purchasing a car is a sizeable financial decision that requires extensive thought and research. An alternative option to buying is leasing, but there are pros and cons to both choices. Understanding a car lease can by difficult and although the basic premise of a lease appears straight forward, there are many underlying complexities that can be […]

Living On A Budget

  Living on a budget doesn’t mean eating Ramen noodles. A well defined, planned, and tailored budget is your way of navigating your financial life. But don’t just list your income and expenses in a boring format. Add cool line-items, pictures, and animation in there that are fun and unique to you. We’ve helped clients build […]