Your Financial Plan

financial planner better habits draft

21 Days To Better Habits – There’s More Than One Starting Point [Video]

We’ve all heard stories from people, who started their careers in different ways. everyone has a different story of where they got started. There’s not only one right path, for your professional career. Some people went to school. Some started an opportunity right away. Some are public figures. And some are even athletes. Developing Good…

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financial planner draft do you tend to jump ahead in your plan

What Happens If You Jump Ahead Of The Plan? [Video]

As you plan financially, do you think that it matters if you jump ahead and maybe do one step before the other?  Well sometimes it doesn’t matter. And sometimes it does matter. I’m going to talk through a three bucket system, where you can actually say, “Here’s where I’m at in this step and where…

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FINANCIAL PLANNER DEER PARK GET SPECIFIC

Get Specific Financial Advice – It Matters Eventually [Video]

The result of the tax cut and Jobs Act, that was put in place at the end of 2017. Did you get specific financial advice in this area?

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financial planner deer park financial habits draft

Financial Habits Weave Into So Many Areas Of Our Life [Video]

Finances weave into so many areas of our life, so we need to start early with good financial habits! Think about it. Do you ever go back and think about all of the decisions, or the choices that you’ve made in a day? Let’s just try it. Just so you can truly understand all those choices. And the type, or…

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Financial Design Studio Financial Win

[Video] A Financial Win/Loss Record

STEPHEN SMALENBERGER, EA ® I love sports and we are at the end of the football season. Now whether you are cheering for your favorite team or another team.  I thought it would be a fun comparison between what teams need to consider and what we need to consider in our lives. No one talks…

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[Video] Happy Father’s Day

[Video] Happy Father’s Day STEPHEN & MICHELLE SMALENBERGER, EA & CFP® We wanted to share some things we learned from our dads on Father’s Day! Steve: I can remember a time when my parents dropped me off for camp and my dad saying, “If you want friends you have to be a friend.” My dad…

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