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Working with a Financial Advisor

July 13, 2020July 15, 2020by Maureen.Wright1 Comment on Working with a Financial Advisor
Working with a Financial Advisor

What does it mean to work with a financial advisor? This is a question I will get from time to time when introducing myself at networking events and parties. I take for granted, growing up with a financial advisor as a father, that not everyone understands what a financial advisor does and if it makes [...]

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What’s a Financial Plan?

May 7, 2020May 20, 2020by Maureen.Wright2 Comments on What’s a Financial Plan?
What’s a Financial Plan?

Growing up I wanted to be either an interior or fashion designer. My love for interior design was sparked by hours of watching Trading Spaces after school, creating floor plans for my childhood bedroom, and building custom houses on The Sims (anyone else!?) My love for fashion design was inspired by my mother making my [...]

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Goal Setting Strategies with your Partner

January 9, 2020February 14, 2020by Maureen.Wright2 Comments on Goal Setting Strategies with your Partner
Goal Setting Strategies with your Partner

If you are married, engaged, in a serious relationship, single or otherwise, I hope you have found some time (or already have it on the calendar) to sit down with your other half (or accountability partner) to map our your financial goals as a unit for 2020. If you find yourself struggling to have this [...]

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