Marty and Jean brought their family to Yosemite Valley to share in some of the splendor of what they believe is the most beautiful valley in the world. And there’s lots to do there, too. Together, they hiked up the trail to the bridge beneath Vernal Falls, then the...
Client Stories
Liam Gets a New Job
A recruiter saw Liam’s online profile and reached out. You know the message: “There’s a position at XYZ company for people with your skills.” For some reason, Liam clicked on the link, and no, it didn’t crash his computer or send messages to the boss. Instead, he...
Are you prepared for things to go terribly wrong?
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?
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.