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