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Jessi Chadd Receives National Recognition from InvestmentNews

InvestmentNews has recognized Jessi Chadd, CFP®, CeFT®, as a 2023 40 Under 40 Honoree. Chadd was chosen from a pool of about 1,000 nominees from across the country by a panel of reporters, editors, and other representatives of InvestmentNews, to make a list of 40...

Why Hire a Financial Planner?

To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, community, and finances, in addition to your personal health and well-being. Financial planning...

New Normal or Next Normal – Recommit to Values

New Normal or Next Normal – Recommit to Values   In our previous post I discussed my love for a new year which really is my love for a new start.  With a new start comes opportunity to reset back to normal.  The holidays are wonderful but they throw off our...