2021 December Update
As the year closes out, we’re talking about our “why” and how it connects with your “why”. We hope that despite the uncertainty of 2021, you have had many bright moments of joy and hope.
Reflecting on Your Life, Well Spent
It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.
2021 November Update
November is Financial Literacy Month, and the theme for 2021 has been “make change that counts.” This month, Sandi details the pitfalls of the term financial literacy and instead suggests we embrace financial support.
Estate Planning is About Expressing Your Values
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
2021 October Update
This month we’re talking about “work-life balance” and how this concept affects our day-to-day productivity and rest.
Building Community With Your Financial Plan
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.