Financial planning can have an array of different meanings. No matter what phase you are currently in, I will meet you where you are at and focus on strategies that will help fulfill your long term financial goal. Together, we will discover your ultimate goals and implement a blueprint. Areas that are taken into consideration include:
Budgeting and managing debt
Financial and net worth goals
Investment and risk tolerance
Risk management and insurance alignment
Retirement income strategies
Legacy desires and estate planning
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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