Financial Advisor & Vice President at Financial Architects Inc.
Helping clients make financial decisions for their family by helping them become better financially organized and educated.
Helpful Content
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Money matters: Why it pays to be financially responsible
Teens might not have much money, but it's important for them to be responsible with the cash they do have.
The Business Cycle
How will you weather the ups and downs of the business cycle?
5 ways caregivers can prioritize their well-being
If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost
5 Tips for self-care in tough times
Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.
How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
What does a healthy relationship with money look like?
Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.