When Do-It-Yourself Just Won’t Do

“I can probably handle it.” Famous last words (mine to be exact) regarding more than one home improvement project I attempted to save some money on by doing it myself. With HGTV a constant reminder of how cheap “DIY” is, it’s hard not to consider it a legitimate alternative to hiring a professional. With some…

Read More

Why You Should Want a Relationship with Your Financial Advisor

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 time and energy. This is…

Read More

“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…

Read More

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…

Read More

The Seven Pillars of The Aviance WealthPlan™

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 on Estate & Trust Planning….

Read More

What is Financial Planning?

Looking back at last week’s post, I received several reactions to the key takeaway of “craft a plan of action that you are comfortable with and gives you confidence to arrive at your financial milestones prepared, ready, and excited.”  The most interesting was an inquiry from a friend of mine – could I explain what…

Read More

Endurance Sports & Financial Planning

It’s resolution season and social media timelines are flooded with articles about self-improvement and the value of goal setting for 2021. One article that caught my eye today compared planning for retirement (a common resolution) with preparing for endurance races like marathons & triathlons (a personal passion). The article was filled with several thought-provoking metaphors,…

Read More