Financial Planning as a Profession

In short, it is the coordination, arrangement, and implementation of goals in one or all of the following categories: Life Management (values and goals), Financial Management (budgeting and debt management), Wealth Accumulation (investing and retirement planning), Wealth Protection (insurance and tax planning), and Wealth Distribution (end-of-life planning). It is one of the fastest growing professions today! This is a professional who […]

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The Brand Called . . . You!

How much would a penny be worth if it doubled every day for 30 straight days? Most of of us would guess between 60 cents and up to $100,000.  Obviously, this is quite a ways off from the actual answer of $10,737,418. This simple illustration highlights the power of compounding, which can take a relatively […]

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