We believe financial education is indispensable. Having the right information can empower you to act with clarity and confidence, and to ultimately live a more intentional and meaningful life.
It’s no secret that over the past few decades the average person has changed the way they shop for everything from cars to groceries. The internet and other developments have made the process of doing product research and price comparison a simple and easy task where previously it required significant
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
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
The Aviance WealthPlan™ consists of seven “pillars” or focus areas that every financial plan should consider. The relative importance of each pillar changes as an individual progresses through their financial journey: for example, someone with young children will likely prioritize Education Funding while a retiree is more likely to focus
It’s resolution season and social media timelines are flooded with articles about self-improvement, financial planning, and the value of goal setting for 2021. Financial Preparation is Like Running a Race One article that caught my eye today compared planning for retirement (a common resolution) with preparing for endurance races like
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The blog content herein is provided for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained on this blog are not a substitute for investment advice from a professional adviser. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.