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.
2021 September Update
It’s back to school season (even for those of us who haven’t been in school in decades). Join us as we reflect on the last year and plan our next season.
Celebrating Your Own Success
This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.