Updates

Is now the time to buy Bitcoin?  June 29, 2021 By Jonathan Harrison, CFP®

When my clients in their late eighties unanimously ask if they should buy Bitcoin, it’s probably …

Why is money so important?  April 10, 2021 by Jonathan Harrison, CFP®

I frequently have conversations with people about money. It’s the defining function of my job. Some people have a lot of money that they want to live off of. Others have just a little and want to gr…

Do you know our next Client Care Associate? We’re hiring!  April 6, 2021 by Sound Stewardship Team

Sound Stewardship is hiring another Client Care Associate to expand our team. This position is a great first step in a financial planning career. Our Associates provide stellar service to clients, wo…

Single? Set up a budget check-in to stay on top of your goals  March 31, 2021 by Jonathan Harrison, CFP®

If you’re single, how often do you have a budget check-in meeting? And whom do you meet with (besides yourself)? More than a third of our clients are one-person households; these solo-budgeters hav…

How to do a budget meeting both spouses will enjoy  March 10, 2021 by Jonathan Harrison, CFP®

When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budg…