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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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3 min read
Don't Invest Like You Buy A House
There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...

2 min read
Planning Leads to Anxiety?
If choice leads to freedom, then why do we have such anxiety about financial decisions? I think Charles Spurgeon got it right when he...

1 min read
What If I'm Embarrassed?
Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at...

3 min read
Invest or Pay Down My Mortgage?
This is a question that many are asking. There are actually two schools of thought on this, so I'll briefly explain both and then share...

2 min read
Calculate Your Retirement Number
How much do I need to save for retirement? This is one of the questions I am asked most frequently. To answer that question, we need to...

1 min read
Who We Work With
So a typical client for us is someone between 40-60. They are mid-career, quite successful, but between work, family and the demands of...

2 min read
Why I Started Convergent
I have spent time in most parts of the financial services industry. I worked for an insurance company, was an employee of a big box...
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