Hello! I'm Tracy and welcome to my blog which is designed to talk about financial planning through stories.  We can relate to stories in a way that we might find it hard to do with a spreadsheet.  Many of us seem to have this love/hate relationship with our finances and I hope this blog helps break down some of those barriers!

These blog posts talk about important topics in a way that I hope is clearly understandable and relatable!  And wherever possible, I will use examples from the lives of our team because the hard work we do with and for our clients is the same type of work we do with and for our own team members if appropriate.

So, grab a cup of coffee (or a delicious glass of wine!), pull up a chair and let's work through some important topics together. 

And if you have ideas for future topics, please let me know - you can email me at

Thursday, April 20, 2023

In preparing this blog for Teach Your Kid to Save Day, I decided the best way to approach it was to let my sons share their memories and perspective on the lessons they’ve learned about setting aside money. 

Tuesday, November 8, 2022

During this season of volatility and unknowns, retirement has been top of mind for many of us. Check out our answers to the most-asked questions regarding retirement.

Friday, July 15, 2022

My father-in-law taught me many lessons; most recently, he has shown me what a blessing being prepared can be, whether that’s mentally, physically, or emotionally.

Thursday, April 14, 2022

Harold and I have a long list of creative, yet practical, ideas for parents to help set kids up for financial success. Here are a few ideas for every stage.

Wednesday, January 12, 2022

Navigating a divorce consists of many painful and challenging decisions. Don’t know where to begin? These four steps can help you organize your thoughts in preparation to protect yourself, your children and your financial future.

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Friday, July 16, 2021

Confronting the kind of life event I spent my career counseling clients to prepare for.