Your Financial Plan

[Video] It’s Not About The Checklist MICHELLE SMALENBERGER, CFP® As much as it’s about the checklist, it’s really NOT about the checklist.  We will be talking about this and exploring what that really means.  We’re really talking about moments with money rather than just checking boxes.  Firstly, let’s look at what this list may look like that we…

MICHELLE SMALENBERGER, CFP® It’s spring and we naturally think of spring cleaning! We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls. So, now you’re ready to get rid of some of that stuff. Let’s talk through a couple areas of financial documents you…

[Video] Memorial Day and Memorable Days STEPHEN SMALENBERGER, EA® As we approach Memorial Day I want to stop and think of the those that have served our country and gave their lives for our freedoms.  Their actions have impacted our lives. Just as we remember these people who served, we can recognize many memorable dates…

Mother’s Day Appreciation STEPHEN & MICHELLE SMALENBERGER, EA® & CFP ® For Mother’s day we wanted to create a special video to show appreciation to our moms and share what we’ve learned from them and what they’ve taught us. Michelle’s Lessons Learned: Two things I can think of are hard work and work ethic.  She…

Spring Cleaning – How do you get and stay organized? MICHELLE SMALENBERGER, CFP ® It’s spring and we naturally think of spring cleaning!  We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls.  So, now you’re ready to get rid of some of that…

  Moments: Our lives are full of them.  Some are big, powerful, defining milestone moments.  Some moments we can plan for, engineer, and maybe even create.  Other moments are surprises and catch us off guard. A lot like raindrops, some are memorable but most are forgettable.  Usually that first raindrop, or the one that hits…