Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

Planning (Financially) For The New Year

Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.

Jennifer Smiljanich, CFP®

January 5, 2023

Financial Planning

Planning (Financially) For The New Year

Jennifer Smiljanich, CFP®

January 5, 2023

Financial Planning

We have some suggestions for concrete actions to start your new year on the right foot, financially.

Scott Savage

September 2, 2021

Financial Planning

Checklist For Selling Your Business

Scott Savage

September 2, 2021

Financial Planning

Your process for selling your business will likely include these steps.

Scott Savage

August 5, 2021

Financial Planning

Emotions Of Selling A Business

Scott Savage

August 5, 2021

Financial Planning

In our work with business owners, we ask them, “What does your life look like after you sell your business?” Many times, we get a blank look.

Scott Savage

May 21, 2021

Financial Planning

When To Sell Your Business

Scott Savage

May 21, 2021

Financial Planning

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.

Scott Savage

March 11, 2021

Investing, Introduction to Investing

What Do Millionaires Do Differently?

Scott Savage

March 11, 2021

Investing, Introduction to Investing

The typical millionaire may surprise you. I think these characteristics and actions tend to help people grow their wealth over time.

Scott Savage

February 18, 2021

Financial Planning

Helping You, Not Judging You

Scott Savage

February 18, 2021

Financial Planning

People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.

Jennifer Smiljanich, CFP®

January 27, 2021

Financial Planning

Generation To Generation - Financial Planning Questions As You Get Older

Jennifer Smiljanich, CFP®

January 27, 2021

Financial Planning

As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.

Lisa Denstorff

July 31, 2020

Financial Planning

The Importance Of Preparation

Lisa Denstorff

July 31, 2020

Financial Planning

Over 25+ years of working with clients, we have learned that effective preparation can help you avoid potential problems and undesired outcomes in the future.

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.