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    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 yet, doesn’t mean you can’t give yourself this financial luxury.…

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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…

  • 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…

  • 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…

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