Financial Education

Financial Education

According to WalletHub’s 2017 financial literacy survey Alabama ranks 38th in the nation in overall financial literacy, and 15th nationwide in Knowledge and Financial Education. Thank the Alabama Council on Economic Education for helping to educate the state’s...
Vision

Vision

You have a vision for your life, a list of dreams you’d like to see accomplished. Chances are, your vision isn’t just about you. Multigenerational financial planning is the practice of planning not just for one’s own future financial needs, but for those of other...
Perspective – Elections and Your Portfolio

Perspective – Elections and Your Portfolio

Elections may cause short term market moves but seldom are they lasting. We saw over a 1,000 point swing between the US Dow Jones pre-market futures to ending results the first day after Trump’s historic election. Certain stocks like healthcare were down double digits...
Why I Do It

Why I Do It

If I can help each of my clients dream bigger, reach their goals, and touch more lives than they ever thought possible then I would feel my life’s mission is accomplished. For the first two decades of my career, my mission revolved around helping people get to...
My Story

My Story

I totally fell into my first job, likely by convincing my employer that I was a hard worker and had a head for numbers.  Secretly I still had no idea what I wanted to do in life. My experiences as a babysitter who banked every cent she ever made, a summer-time bank...