Financial Planning

Blocking the Plate

Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing.  With that said, read along for a personal story with a baseball and truck driving twist.   LUCKY TO BE ALIVE Some time ago, my 3 ½ year old daughter and I …

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What Is Comprehensive Financial Planning?

You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean?  Comprehensive Financial Planning, also referred to as Holistic Planning in some cases, can have many different meanings depending on who you talk to.  Let me explain to you how my firm defines it.

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