Micro Financial Planning

I help my clients plan for the next 1-5 years. This was considered “short-term” planning in the world of personal finance. However, there is so much uncertainty in the world right now that planning for the future seems like an exercise in fantasy. Think back to a year ago… did you think 2020 would turn […]

CFP� and CERTIFIED FINANCIAL PLANNER� are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.