We are excited to announce that we have recently hired Jared Troutman as a Financial Paraplanner in our Charlottesville office. He recently passed the CERTIFIED FINANCIAL PLANNER ™ exam and is a candidate for CFP® certification in 2019. Jared joined the world of financial planning at an exciting time and believes in the true value of holistic planning, fee transparency, ri
Our recent monthly newsletters have been an in depth review of the economy and markets. It has been somewhat difficult (okay, very difficult) to read through and did not offer much that you could use in daily life. With that in mind we are going to revamp our monthly newsletter to cover topics of interest that have a direct impact on our clients lives, at times of the year when acti
Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded? Are you wanting to finally get control of your documents?