Cynthia woke up. Everything was blurry, including the talking. She tried to move, but everything hurt too much. She laid there on her back, trying to make sense of the situation. What was happening?
Client Stories
Procrastination Poofs Your Money – Vlog
The pile. It sits on Jake’s credenza containing all the documents and files that he’s promised Cynthia he’d review and be decisive.
We know Small Business aka Nate builds a casita
“It’s perfect, Nate! I love it. Can we buy it, can we buy it, can we buy it?” Not the kind of outburst Nate wanted to hear while standing with the real estate agent.
Damien’s Hard Life
Damien comes from a troubled family. Issues cascade from one generation to the next, like a series of waterfalls…
Committed Relationship Take Work aka Nate and Sarah Get Married
Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance.
Inherited IRA rules tripped up Mandy’s CPA
Don built a business, and a remarkably successful investment portfolio. He and Charlene enjoyed many years together in retirement.
Sarah Makes Noodles – VLog
The recipe for this meal is a legacy from Sarah’s parents, who managed with what they had. It’s a lot of work. And it’s messy. But it helped them get by when times were tight.
Ellie is Born – Vlog
Inside that football-sized roll of towels, is a newborn baby. Nine months in the making, a lifetime ahead, fraught with challenges only begun by the arduous passage called birth.
Marty Bakes the Rule of 72 – VLog
Before the stroke, Marty had great control of his limbs. As a machinist, that’s a very good thing. Running steel through a lathe when you’re unstable, not so good.
Moving is Disruptive to Charlie – VLog
Charlie’s new home is missing something important to her. Moving is always disruptive. She and Liam, bought the place knowing that they could fix it once they got settled in.