Student Loan Forgiveness from Biden Admin.

If you have federal student loans, it’s likely that you haven’t had to make payments for quite some time now. News has recently come out about the Biden Administration’s plans for up to $10,000 in student loan forgiveness and freeze payments until September 30th.  These policies do NOT affect private student loans. If you are unsure whether your loan is … Read More

Financial Coaching: What to Expect Working with Me

Financial Coaching Onboarding My financial coaching program is a 6-month program for young professionals who have an estranged relationship with money. As such, this program requires much more face to face time than our Investment Advice and Management program. Caution: this program is designed for real change, not maximum convenience.  Financial Coaching Step 1) Pre-Program Assessment and Qualification. The first … Read More

Learning is Doing – You Can’t Afford Not to Make Mistakes

Not doing anything when you don’t know what to do can be worse than doing something and making adjustments later. I see this all the time with young professionals and their investments. Many of them have built successful careers or businesses in a non-finance or non-investment related field. As such, they haven’t devoted their time to learning about investment strategies … Read More

You Are What You Read – Focusing on Financial Goals

When times get tough, it takes a little more focus to stay on track financially. One strategy for focusing on your financial goals is to literally occupy your mind with your goals. This is a great way to motivate yourself into doing what needs to be done; especially when you may not feel like it.  I’ve used this strategy on … Read More

As a Financial Planner, this is My Favorite Client Service

I’ve been offering investment management services since I was a sophomore in college at the University of Evansville. After receiving my CFP® certification, I offered traditional comprehensive financial planning services like retirement planning, tax planning, and, estate planning. But there’s one service that I enjoy more than all others, financial coaching. Let me explain why. Financial planning and investment management … Read More