About Us

PERSPECTIVE for Christmas and the New Year

It’s Christmas! It’s almost the New Year! Excitement is building in our house and I hope the same for you and your loved ones, with whatever you choose to celebrate and however you are able to celebrate. Fresh off a wonderful chat with Katie McKenna, Thrivos Consulting, (please check out the podcast this week) I’m… Continue reading PERSPECTIVE for Christmas and the New Year

About Us

A Blessing In Disguise by Holly Hinkle, Financial Planning Assistant

One thing I had never imagined was switching jobs within in my first year of my professional career. With that being said, I can honestly say it has been one of the best things that has come out of 2020! Public accounting was time-consuming, stressful (especially during busy season), and I was just another employee,… Continue reading A Blessing In Disguise by Holly Hinkle, Financial Planning Assistant

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