“What if I don’t have financial goals?”

One of the most fulfilling aspects of the Financial Planning profession is helping clients realize their financial goals.  After all, providing peace of mind regarding retirement, education funding, or long-term care is an essential part of the job and our greatest value add. That being said, the perception of how the process unfolds is vastly…

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March Webcast

As the number of Coronavirus cases drops the economy is poised to grow. Meanwhile investors need to consider the threat of rising interest rates and a high market valuation. We discuss these topics and more in this webcast.

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Why Financial Planning is for Everyone

I had a great conversation this weekend with a prospective client about Aviance’s financial planning process and whether it made sense for their personal circumstances. The more I described what we do, the more the client seemed interested – but also slightly self-conscious. After a few minutes, they confirmed my suspicion by saying: “this sounds…

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