Financial planning is a process that a Financial Planner will take you through in order to guide you to your financial goals. But goals can be a long ways off, so it’s not just a set-it and forget it activity.  The space between “determining goals” and  “reaching goals” is where the magic happens.  A Financial…

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I am a Financial Planner located in the great state of New Jersey (yes, I’ve heard the joke about “which exit”, what else you got?).  Living in New Jersey puts us in a geographic area that is not only hard on the wallet, but also has many, many enticements to spend money on non-essential budget…

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