Financial Planning

Back to Basics with a Pandemic as a Guide

Back to Basics with a Pandemic as a Guide

In my role as a mother, I have spent extra hours stocking the pantry, wiping down surfaces, planting a vegetable garden and filling up our medicine cabinet with all the nutritional and herbal remedies I know to help my family build our immune systems, combat stress, get good sleep and fight off illness should it strike. These activities help me maintain a small sense of control in a time of intense uncertainty. In my role as a financial planner, I find myself working with clients to do the same thing: focus on what you can control.

Tending the Financial Garden

Tending the Financial Garden

Gardening and financial planning have a few things in common.  In developing a financial plan, it is important to lay the groundwork, build a strong foundation, tend it along the way and try not to skip any steps.  Also like gardening, if mistakes are made, or things get neglected, there are ways to bring things around.