Your plan starts with you and where you are today. After understanding your current financial reality, together we can create a roadmap that includes: Savings, Debt Elimination and Risk Management.
Simple processes and simple plans work! If together we develop a plan that YOU understand and control, the likelihood of your success dramatically increases.
Financial freedom comes when you no longer have to worry about money. Creating a plan and being willing to do what it takes to stay with that plan leads to financial freedom.
Ask “Who needs an estate plan” and most people think “Not me; I don’t have enough assets to need one.” But an estate plan can be as simple as having a Will. And regardless of how much you do or don’t own, everyone needs a Will. In this brief video, Michelle Thompson, Certified Financial Planner […]
Gifts from a Convenience Store I’ve always wanted to be a Secret Santa. A really secret Santa. One of those people who handed the Walmart cashier an extra $100 at the end of my transaction, and said to pay for the toys that the visibly exhausted, overworked parents in line behind me were buying. And […]
iTunes | Youtube This week, the IRC WealthCast continues its focus on Generation X as we discuss the financial, emotional and legal challenges of estate planning and blended families, both those we create as well as the blended families created by our parents. In this second episode of a two-part series, we continue the […]