Here's how you can build your ideal financial plan using our four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that we implement with clients.

We're more than halfway through 2018! Here's an in-depth look at the five financial areas to check at mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, in this post, we cover everything you need to know to ensure your finances are working for you, and helping you stay on track for 2018 and beyond.

While I don’t enjoy the morbid nature of end-of-life care, I do feel having a concrete and well-developed plan for your future involves more than just making sure there is money in the bank. As the baby boomer generation continues to age, services such as Dan’s IKOR will become increasingly important. I encourage all my clients to think forward and prepare themselves in the best way possible for whatever the future may bring.

Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire. Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage?

Here is the final pillar of your Complete Financial House. Having a successful financial plan includes making sure you are on the steady path. When you are keeping on track to your goals, you’ll have a better overall experience.

Here we dive into the 2nd pillar of your Complete Financial House, Strategy. The planning process begins.