Earlier this year, we facilitated a client survey with a subset of our client base. One of the resounding desires for many was insights or...
READ MOREWhat we can learn from Doc McStuffins
by Trey Pittenger | Apr 11, 2018 | Financial Planning, P&A Articles
What is your favorite episode of Doc McStuffins? Tough to narrow it down, I know. Likely, it is either when Lenny the Fire Engine learns...
READ MOREFive Uses of Money
by Trey Pittenger | Oct 27, 2015 | Financial Planning, P&A Articles
In Part 1 of our 5-part series, we introduced the concept of your Financial Freedom Point (article here). This is the point in your life...
READ MOREFinding the Right Balance
by Trey Pittenger | Oct 7, 2015 | Financial Planning, P&A Articles
What is the #1 cause of stress in America? Answer: Money What is the #1 cause of divorce in America? Answer: Money What is the #1 cause of...
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