Box of Legos

Like many families, we have what seems like a million Legos in our house.  They accumulated slowly overtime, typically around birthdays and holidays.  All of our boys have enjoyed playing with them, my youngest still loves them.  Financial planning is a lot like a...

Transparency

Several weeks ago I shared the values of Flowerstone Financial and what we stand for as a firm when serving the planning needs of families and professionals.  A complete list of our values and what drives our firm may be found here.  Today I want to touch on one of...

THE NEW KIND OF FINANCIAL PLANNER

Entirely focused on YOU Flowerstone Financial was founded to challenge the status quo of the advice industry. When the group goes right, we go left. When they get bogged down in hitting quarterly numbers, we’re laser-focused on providing a quality planning experience....

Planning margins

“Planning margins” continues a theme from my last post, “Planning is Not a Straight Line”.  I want to elaborate on what planning margins are and the value they hold in helping you meet your financial and life goals.  Specifically, how do they impact your ability to...

Planning is not a straight line

It’s a rarity to have a goal achieved 100% according to the plan.  Things don’t always go as planned, and changes along the way are often required. Our journey often begins with a known direction, seeking something important.  As time passes, you may be forced to zig...

Teenagers & Money Part II

I wrote about teenagers & money, part one, here.  This is a follow up on how to approach a conversation on money and spending with your teenager. Clearly, this is a different summer for many families.  Teenagers who have jobs are fortunate and may turn to their...