I get it. Finances are hard. Between budgeting, saving, investing, tax compliance and planning, the process can feel overwhelming. However, investing the time to assemble the right team is one of the most imperative steps toward reaching your financial goals. Here are my suggestions for finding the righ t partners: 1. Prioritize Relationships Over Transactions The best advisors I know want to develop a real relationship with you. We don’t like providing one-off advice because it feels hollow...

I was chatting with a prospect recently and asked them about their personal financial challenges. They clearly knew their stuff. They talked about the importance of tracking expenses, budgeting, investing, and maximizing their employer’s 401(k) match. They even touched on how vital it is to have open and honest financial conversations with their partner. “Wow,” I thought. “This is incredible. Even I’m learning new tips and tricks.”  As we kept talking, I realized they already had a great...

I’ve spent years working with both large and small firms including running my own, and the best solutions I’ve come across all share one timeless principle: KISS. Keep It Simple, Stupid. I’m not sure who coined the phrase, but they deserve a standing ovation. As business owners, we have a habit of overcomplicating things. We get in our own heads and turn small hurdles into mountain ranges. It doesn't help that we live in an era of information overload. Within seconds, you can Google a new tax...