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Financial Goals

    My Semi-Annual Financial Review

    by Sahirenys Pierce July 1, 2021

    Annual and Semi-Annual Financial Reviews aren’t reserved just for the top-earning financial planning clients. Just because you’re not a millionaire …

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    July 1, 2021
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  • The High-5 Banking Method: How To Bank with Purpose

    by Sahirenys Pierce January 8, 2021
    by Sahirenys Pierce 8 Min read

    When talking about personal finance we don’t really talk about banking methods. I’ve noticed that only 2-3 financial principles are in the center of the conversation. We constantly hear about budgeting, Dave Ramsey’s baby steps, and the Rich Dad Poor …

  • Spender vs. Saver: 3 Tips to Get Better with Money as a Couple

    by Marcus Garrett October 24, 2020
    by Marcus Garrett

    Love doesn’t cost a thing. The best things in life are free. Opposites attract.  These are all great quotes. You’ll need to remind yourself of every one of them when you’re paying his and her bills. Because when you’re a …

  • How to set SMART goals as a Family

    by Sahirenys Pierce December 5, 2018
    by Sahirenys Pierce

    We have all been told to make smart goals and luckily for us, there is a cute acronym already in place to help us do that. If you haven’t heard of the SMART goals acronym it spells out how to …

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