Blog

About Us

My CFP® Journey by Adam Werner

The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard Can It Be?” [original article]. Well here I am 16 months later and have the definitive answer for you which is.... VERY. There’s a reason the CFP® designation is widely considered the highest credential… Continue reading My CFP® Journey by Adam Werner

About Us

Coming To You From My Home During COVID-19 Quarantine

“Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full operation. Wanted to send our best wishes to you all. Sincerely hoping everyone is staying safe and sane during these difficult times. We’re here for you to make sure you’re caring for your financial… Continue reading Coming To You From My Home During COVID-19 Quarantine

About Us

Let’s Get Back To Financial Planning: CARES Act Highlights

Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the CARES Act present. There’s so much to talk about starting with focusing on the things we CAN control and that directly impact the path you are taking in pursuit of your financial… Continue reading Let’s Get Back To Financial Planning: CARES Act Highlights