May 5, 2017

The role of a financial advisor is to give you ADVICE about your personal finances. If you personally ORGANIZE your information and get your finances under control, that knowledge will employer you in your finances and you can simply go to a financial advisor to provide suggestions about key pieces of your plan.
Creating a Financial Plan

Hire a Financial Advisor to Advise You, Not to Organize You

Have you ever wondered whether you should meet with a financial advisor? The more you get your financial life in order, the more you realize how much you don’t know. There are so many unique circumstances that a google search just doesn’t always cut it, especially when

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I’m Kathryn Hanna and I love to budget (really, I do!), build spreadsheets, and spend money on travel, sewing supplies & good chocolate.


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Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.