by Michelle Waymire | Feb 7, 2018 | Financial Planning, Goals and Objectives, Personal Finance, Retirement
“Am I really ready for a comprehensive financial plan?” “Do I really need a financial planner?” Boy howdy is that a good question–and it’s one I get all the time from my friends and prospective clients. For some of those folks, the answer is “no.”...
by Michelle Waymire | Dec 21, 2017 | Goals and Objectives, In the News, Personal Finance
Holy crap, you guys. I’m so excited to be quoted in this Bustle article on 19 Money Resolutions to Make in 2018! Scroll down to number 8 to see my tip, but be sure to check out the others as well—there’s a lot of great stuff in here. *** When it comes to New...
by Michelle Waymire | Dec 12, 2017 | Financial Planning, Goals and Objectives, Personal Finance, Retirement, Self Discovery
There are many reasons my clients seek out a financial advisor. Some don’t understand the investing complexities and the array of choices, and they would prefer to have an expert deal with it for them. Trust me, I see this a lot—and there’s no shame in that game!...
by Michelle Waymire | Oct 23, 2017 | Financial Planning, Goals and Objectives, Personal Finance
As a society, we’re programmed not to talk about money. As a result, it’s hard to get a feel for what types of financial milestones are important in your 20’s and 30’s. Combine that with the fact that people tend to only talk about the good stuff on social media, and...
by Michelle Waymire | Aug 10, 2017 | Financial Planning, Goals and Objectives, Self Discovery
Before I started my career path towards becoming a financial advisor, I had three primary financial goals: To spend less money than I earn (crazy, right?!) To generally maintain a couple thousand dollars in my savings account, “just in case” To save up enough money to...
