Click the button above to get your free copy of The New Family Financial Road Map. This is the resource I wish I had when I was starting my family.

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How to Find the Right Financial Planner for YOU

You like the idea of working with a financial planner, but you have no idea how to go about finding the right one for your situation. Well in this post I'll show you how to find a financial planner who can help you achieve your financial goals, at a cost you can afford, no matter where you're starting from.

Should You Hire a Financial Planner or Do It Yourself? thumbnail

Should You Hire a Financial Planner or Do It Yourself?

You're ready to get your financial life in order, but now you face a big question: should you hire a financial planner or do it yourself? There are good arguments on both sides, and in this post we'll break down both options so that you can make a more informed decision and eventually put your family in the best financial situation possible.

How to Make Your Own Personal Financial Plan – Thumbnail

How to Make Your Own Personal Financial Plan

If you want to create your own personal financial plan, this post is going to help you do it. In fact, I'm going to lead you through the exact process I use when I work one-on-one with clients. So here it is: how I go from not knowing a client to creating a financial plan that allows them to live the life they want.

What Is Financial Planning and How Can It Help – Thumbnail

What Is Financial Planning and How Can It Help?

What exactly is "financial planning"? There are a lot of different ideas out there about what it is, and a lot of different people who call themselves financial planners or financial advisors. And that can make it a little confusing when you sit down to create your own plan. With all those definitions out there, how do you know what to focus on?

Tired of feeling confused about where to start or how to prioritize? Learn about how I work 1-on-1 with new parents just like you to help them make a personalized financial plan that really works.