Goal-Setting

4 Smart Financial Moves to Start the New Year

While there is no rule set in stone that all goals must be made by January 1, there is something about starting a new year with a clean slate. Many people make some sort of New Year’s resolution around money. Most are forgotten by January 2. 🙂 Let’s make 2014 the year where you keep your resolution to take back control of your finances.

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Goal-Setting

How to Ensure Your Goals Align with What You Truly Want

After 20 years of being a financial advisor, there is one thing I can say with absolute certainty: Money is emotional. We love it. We hate it. We feel guilty about having too much or too little. We worry what others will think about our purchases. Will they agree with them and congratulate us for being a savvy shopper? Or will they sneer at us and accuse of being frivolous

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Shannon Ryan SHANNON RYAN, CFP®
  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan