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Hidden Costs: major decisions are about more than money

Hidden Costs: major decisions are about more than money

As financial planners, we help clients think through the financial requirements needed for the life they want to live. But it’s one thing to have enough cash on hand to pay for the things we want, and another to calculate the full scope of our decisions.

Reimagine Retirement

Reimagine Retirement

What would you do with your life if you were to retire in your mid-40’s or 50’s from practicing medicine and pursue something else?

Add Intimacy to Your Budget

Add Intimacy to Your Budget

Purposeful time for most people requires planning and, often, budgeting. If you’re busy and need to stick to a strict schedule, use that to your advantage and add your spouse or partner to your calendar. Is it as romantic as spontaneous getaways or surprise date nights? Maybe not, but it’s definitely more practical and it’s a great place to start.

Financial Planning is Impulse Management

Financial Planning is Impulse Management

A comprehensive plan takes your past, present, and future into account, and allows you to maintain control over what you need and what you want.