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Cashflow Drives Everything
We’ve discussed the importance of creating a written plan and how that may allow you to quantify what “enough” means to you. In order to create your unique and personal written plan, it’s necessary to have clarity on the items for which you own and owe. Your balance...
Why Your Balance Sheet is Important
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...
Giving Your Money a Job Description
As discussed earlier, at Flowerstone Financial we believe each account needs to serve a purpose or have its own job description. This sounds logical, but how many times have you made a financial decision only to rethink it afterwards? Oftentimes this may be...
How Much is Enough
Let’s start with a question, “How much is enough?” for a college education or three? for a retirement by design and not default? for giving to children or grandchildren including charities important to you now? for your short term priorities and goals that are quickly...
Introduction to Flowerstone Financial
Welcome to Flowerstone Financial’s first blog post! We’re excited to share our “why” behind creating the firm and our purpose. The word “more” is used every day. More time, more money, only if I had more…. Do you ever wonder what ENOUGH means to you and your family?...
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Flowerstone Financial are not affiliated. Cambridge does not offer tax or legal advice.
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