From Scattered to Structured: How One Couple Gained Clarity on Their Financial Future
Jeff and Christine had savings, accounts, and options—but no clear plan. How did they turn confusion into clarity.
Health Routines That Double as Financial Strategies
If you can stick to a training plan, you already have what it takes to build and follow a strong financial roadmap.
Mastering the Financial Game: The 5 Core Elements of a Winning Plan
Life throws curveballs and your financial plan should be ready. Discover how to pivot smartly with mini-strategies that keep the big picture on track.
5 Smart Money Moves for New Grads: A Financial Kickstart
Just graduated? Learn the essential financial steps—from budgeting to investing—that can set you up for long-term success.
The One Question Every Retiree Should Ask About Their Favorite Stock
Explore strategies to prevent your portfolio from following the path of once-great companies that eventually faded away.
Why Waiting for “Clarity” Could Hurt Your Financial Future
Many are waiting for calm before making financial decisions — but true clarity often comes after we take action. Discover how to move forward confidently, even in uncertain times.
You Promised to Retire at 65—Now It’s 69. What’s Changed?
Retirement isn’t about stopping work—it’s about starting the life you promised. Don’t let another year go by while your loved ones wait on the sidelines.
Is Your Retirement Plan Ready for Market Fluctuations?
Mark and Lisa’s story is proof that having a well-thought-out financial plan can help you stay on course, even when the market is volatile. Here’s how they stayed ahead.
The Danger of Sitting on Cash: Turning Windfalls into Financial Opportunities
Explore actionable steps for managing sudden wealth wisely, with insights from two decades of financial planning experience.
Financial Independence at 60: Balancing Kids’ Dreams and Retirement Goals
Struggling to balance private school, travel hockey, and retirement savings? Learn how Derek and Keri found clarity in their financial plan while prioritizing their family’s passions.
Financial Freedom: A Tale of Two Couples
Discover how the Sherwoods and Wetzels pursued financial freedom differently, and learn valuable lessons for your own journey to financial success.
Financial Planning for Empty Nesters: Amanda & Steve’s Story
With their kids off the payroll, Amanda and Steve realized they hadn’t planned for themselves. We helped them craft a roadmap to retirement, streamlining accounts and building habits akin to their health routines. Now, they’re thriving financially and enjoying life’s rewards.
