To start things off simple, I’ll give you the problem to solve to figure out your net worth. Assets – Liabilities = Net Worth I’ve shared our investment portfolios before, but that’s really only half the story. Net worth is important to monitor because it gives us a metric we can use over time to […]

Today we’ll be reviewing my personal portfolio and seeing how our investments grew $100,000 in just 5 months. We have a combination of accounts that all serve different purposes for us, but they all contribute to our portfolio. A little tip I would like to give you when starting out: Done is better than perfect! […]

When first starting your journey to six figures, it can seem very intimidating. But today I’ll be sharing 6 steps to take to reach your first $100,000 in investments! This milestone is the hardest to reach, but it gets easier as soon as you reach it! Step #1: Connect To be able to commit to […]

Today, I’d like to tell you just what you should be asking your financial advisor when getting your account started so there’s less confusion for you down the road.  The most important thing to remember when choosing a financial advisor is: are your needs being met? Does this advisor offer everything you want? Do they […]

Quitting a job can be a very scary and exciting move – but here are some things to help set you up for success before you take that big leap.  Why Do You Want to Leave?  What really makes you want to quit? Does it relate directly to the position your in? If there is […]

Setting goals for yourself is the best way to stay on top of your finances. Today I’m breaking down my goal-setting process so you can get more strategic about your finances. Having good practices when it comes to your finances is key to making sure you are always moving towards your goals and never just […]

When it comes to saving for retirement there are SO many opinions on how much you “should” have. I find this so incredibly strange because we all live such different lives and want to retire at different times, so the math just works differently for everyone. I like to live by numbers and let them […]