Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for...
READ MOREWhat is a financial plan, really?
by Jon Sevenker | Jul 20, 2017 | Financial Planning, P&A Articles
Financial planning is a broad concept that encompasses a lot of moving parts. We see great value for our clients in having a financial plan...
READ MOREWhat’s your plan?
by Jon Sevenker | Jan 17, 2017 | Financial Planning, P&A Articles
Former heavyweight boxing champ Mike Tyson once said, “Everybody has a plan until they get punched in the mouth.” I love this quote because it...
READ MOREThink of yourself as a bank
by Jim Pittenger | May 6, 2016 | P&A Articles
All of us in service industries need to be able to communicate effectively. A couple of weeks ago I was trying to explain to a client the value...
READ MOREThe power of a financial roadmap
by Jon Sevenker | Feb 9, 2016 | P&A Articles
Financial planning is a broad concept that encompasses a lot of moving parts. Here we look at the top benefits of doing a P&A financial...
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