Are you skilled at guessing where the market will go on a monthly/yearly basis?  Have you had the “gut feeling” - lured by the siren song of the financial media – that this time is different and it is time to get out?  Well – you’re not alone.

As your financial behavioral coach, we guide you during times of both Euphoria and Fear in order for you to make decisions based on your family's long-term financial plan...not today's most recent media manifested "crisis."

Stocks were lifted by the stronger-than-expected economic rebound, as fiscal
and monetary stimulus continued to provide support even as talks on another
fiscal package stalled

The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma.

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.