by Spring Plans | Dec 13, 2018 | Affordability, Big Picture, Christmas, Fee Only Financial Planning, Personal Finance
If you’re reading this financial gift guide, presumably you’re interested in helping your friends and family get better at managing their money and making great decisions about their lives. That’s good. When you give gifts like these, there’s a real danger that the...
by Sandi Martin | Nov 27, 2018 | Big Picture, Goal Planning, Monthly Spring Update
It’s the home stretch, friends. Even though we all know calendar years are arbitrary, that humans celebrate the new year at different times, and that your personal and financial growth can’t possibly be measured in tidy 365 day increments, the end of one year and...
by Sandi Martin | Nov 20, 2018 | Accountability, Big Picture, Book Review, contentment, Debt Management, Personal Finance
When I picked up The Year of Less by Cait Flanders at the library, my friend at the front desk told me she read the first part, but only leafed through the rest. “Minimalism is nice, I guess, but not for me,” she said, as she handed the book to me.I wish she had read...
by Spring Plans | Aug 28, 2018 | Big Picture
Before we jump in to helping you prepare your finances for parenthood, we want you to know one truth: you can be a phenomenal parent without being good at money. We didn’t put together this set of tips on how to prepare for a new baby just to add one more item to your...
by Julia Chung | Aug 27, 2018 | Big Picture, Debt Management, Goal Planning, Monthly Spring Update
Just before you slam your nose into the grindstone that September often brings – regardless of whether you have kids in school or work full time, it can still be a thing – let’s stop and consider: What is it you want to achieve in the back half of this...
by Julia Chung | Jul 23, 2018 | Big Picture, contentment, Personal Financial Planning
“If you are always trying to be normal, you will never know how amazing you can be.” ~ Maya Angelou We get pretty excited working with each unique individual, family, and business we encounter – and a lot of that is because you’re unique. We’ve never hoped to...
