The AI Illusion: Why Financial Planning Still Needs a Human Touch
After battling with a chatbot for my Apple Watch upgrade, I couldn’t help but think: this is the opposite of how financial planning should feel. Here’s why our process is built on responsiveness and human connection.
The Hidden Flaw in Traditional Financial Planning: Lack of Flexibility
Textbooks preach optimization and retirement savings but real life requires liquidity and flexibility. Here’s why your plan should evolve to give you access to funds when life changes.
How to Transition From Saving to Spending in Your 60s
Market downturns can jeopardize your retirement plans, especially in the “retirement red zone.” Discover tips for keeping income safe, managing withdrawals, and planning taxes to safeguard your golden years.
Protect, Preserve, Prosper: 3 Wealth Secrets of the Ultra-Rich
Wealth isn’t just about growing money—it’s about safeguarding it. Learn how insurance, estate docs, and family involvement can protect your hard work for years to come.
Why the Rich Play Offense With Taxes—and How You Can Too
You don’t need $25M to plan like the wealthy. Discover how tax planning and income design can improve your long-term financial outcomes.
Wealthy Families Think Differently: 3 Strategies You Can Steal
The rich don’t just save money—they design wealth. Discover how mindset, structure, and purpose can transform your financial future.
Family, Freedom & Financial Clarity: Reflections from Summer 2025
With no sports, camps, or chaos, our family embraced calm—and I met my biological father for the first time. Here’s how slowing down brought clarity, connection, and a fresh look at life and finances.
The Walker Family Story: What Happens When Life Suddenly Gets More Complicated
Raising kids while caring for aging parents? You’re not alone. See how one couple found peace of mind through planning—and how you can too.
How to Build a Confident Retirement Plan in Your 50s
Your 50s are a critical decade for financial planning. Learn how to close the income gap, stay invested, and hit key milestones—like $1M in non-qualified investments—before 60.
Smart Money Moves for Your 40s: How to Align Your Finances with Your Life
Your 40s are busy—but also the most crucial decade for financial planning. From tax strategies to long-term care and investment benchmarks, here’s how to stay ahead instead of playing catch-up.
Stock Options, Tax Stress, and Toddler Chaos? Here’s What Helped
With a baby on the way and life moving fast, Cal and Julia were earning big, but feeling lost. Discover how a personalized financial plan gave them clarity, confidence, and a moment they’ll never forget.
Stuck in a House That Doesn’t Fit? Why a Financial Plan Offers More Than Just Numbers
Michelle and Tom had a 2.75% mortgage, great incomes, and growing kids—but their house no longer fit their lives. Here’s how we helped them decide whether moving made financial and emotional sense.