Ready to plan?

Financial planning takes on more urgency as we age, our financial lives have more moving parts, and retirement draws ever closer. If you have always wondered what it would be like to work with a Certified Financial Planner®, click on this link to begin using my secure financial planning software.  It will lead you through the … Continue reading Ready to plan?

One-minute videos: my new obsession!

I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®.  I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!