Why You Should Work With a Certified Financial Planner®

A man running up a hill. CFPs are marathoners, not sprinters.

Finding the right financial advisor is a personal experience, however, I suggest finding an advisor who possesses the best credentials and is battled tested. One credential that shows your financial advisor is committed, competent and gritty is a Certified Financial Planner®.

Four Things I Learned From Back Country Skiing to Help You Achieve Financial Freedom

Four Things I Learned From Back Country Skiing to Help You Achieve Financial Freedom

Backcountry skiing is the ultimate adventure; testing physical limits, mental fortitude, and leadership skills, and I love it! Backcountry skiing is best described as trekking off the beaten path and out of the safety of a ski resort to “earn your turns.” Although it’s a thrilling sport, it has some inherent risks that must be […]

Five Qualities to Look for in a Financial Advisor

Retirement planning can be complicated, so having a financial advisor who can build a clear understandable retirement plan will save you a lot of work. Here is a list of five traits you should look for when choosing your retirement planning specialist.