What’s Your Number?

    One of the most common questions I get is “When can I retire?”. I’ve come to realize that by “retirement” most individuals and families are referring to financial independence, where they have saved enough to choose what they are working on and when. Coming up with this number is the core of financial […]

Cash Flow Planning for High Earning Professionals

    Everyone’s financial journey, especially as they approach mid-career, is intertwined with major life milestones and a slew of transitions. While everyone’s situations, goals and values are certainly unique, there are a few that drive many of the conversations I have with early and mid career high earning professionals.   Once you reach a […]

Why Financial Planning is More than “Saving For Retirement”

      Saving more for retirement is good advice, but financial planning for early to mid career professionals goes way beyond that. When most people hear “financial planner” or “financial advisor” retirement planning immediately comes to mind and for good reason. The industry has largely focused on pre-retirees and retirees because of the “Assets […]

Financial Planning Building Blocks

There are a few foundational pieces of financial planning advice that can help make sure that everyone starts their path to financial security on the right foot. Despite the jargon and complicated technical subject matter in financial planning, as with most things, you will succeed if you consistently do the basics well. Get a Clear […]