What’s the first thing people want to do when it comes to taking control of their money? The logical first step is to look at some numbers. Ah yes- the exciting world of tracking expenses, budgeting, and cash flow planning.  Don’t get me wrong. I absolutely LOVE IT when people decide to start looking at…

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In Part 1, I discussed the first step before hiring a financial advisor: Dig deep and understand WHY you’re hiring them. Sounds so simple, but you would be surprised how often people choose financial advice without understanding how the industry really works. If you’re not clear about your own goals, you may find yourself wasting…

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