Updates

Creating Your Life Purpose Statement  March 4, 2013 by Matt Syverson, CFP®

Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft…

Principles in Practice: Have a Long-Term Plan  February 28, 2013 by Matt Syverson, CFP®

We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl…

What is a Life Purpose Statement and Why Should You Have One?  February 26, 2013 by Matt Syverson, CFP®

When starting a business, one of the first things you do is draft your business plan. One of the primary components of your business plan is your mission statement. Your mission statement should give …

Principles in Practice: Think Beyond Yourself  February 21, 2013 by Matt Syverson, CFP®

One of our generous clients exemplified this principle when she helped a person with a severe need for a dental repair.  It was her local handyman, who was a very hard worker, but rarely smiled due t…

When to Hire a Financial Advisor  February 19, 2013 by Matt Syverson, CFP®

While there are many reasons a person should seek financial counsel, one thing many of our clients share in common when they initially come to us is the need for help navigating some sort of life chan…