If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals.

Holidays are a time when family gets together. Sit down, drink some cocoa, and open up about your financial goals and estate plans. And if you need help talking about it as a family, let us know - we can help.

Financial life planning is comprehensive financial advice that centers around your goals and values. Most normal financial plans are all about return on investment. We look at your return on life. When you focus on your life goals and priorities, everything else falls into place.

For a lot of people, retirement is a finish line they're racing towards... but they've never thought about what will happen when they cross it. Figure out your path before you retire early.

Money isn't a goal, it's a tool, and it is often too easy to lose sight of why we're saving and investing money.

Short Answer: Yes.