Financial Planning

This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/24/2020).

March 24, 2020

 

Dear Family of Clients,

 

This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/20/2020).

March 20, 2020

 

Dear Family of Clients,

 

This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/17/2020).

March 17, 2020

 

Dear Family of Clients,

 

On Friday, February 28th, 2020 8:23 AM, we sent a letter to our clients so they heard from us regarding the greatest stock market volatility since the Great Recession of 2008. This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our message.

Dear Family of Clients,

 

Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two topics together" they'd say. Then this past Sunday, while sitting in church, I found the best metaphor for describing my new book, JOY of Financial Planning. 

Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Everyone I spoke with on Friday asked what I was going to do this long, Labor Day Weekend.  I had no plans.  Little did I know I would spend three important hours watching coverage of Senator John McCain's funeral.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below.