Change the way you relate to your money

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Start Planning

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I work with clients who:

1. want answers to their questions

2. want to connect the dots of their personal & financial lives

3. are vurious, want to understand their own situation better, want to review options before choosing what works best for them

4. want to make decisions with confidence

5. believe in the art & science of planning; who want to know the numbers and what they mean

Latest Blog Posts

From the Advisor side: Client grief

2024.07.24 - by: Sara McCullough

What happens to the advisor when a client dies? It depends on the advisor, and the relationship. There's a variety of responses; journalist Todd Humber interviews myself & Adam Schacter about what to do, what not to do and how to maintain a connection to best advise the remaining family. Click here to re Read more >>

Making a claim to your group benefits policy

2024.05.17 - by: Sara McCullough

This article by Jonathan Got is a great overview of what happens when you need to make a claim on your critical illness insurance policy. What stod out to me when I was helping one of my clients with a claim through a group benefits policy last fall was how important it is to state your situation, then ask "What cov... Read more >>

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