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...
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...
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...
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?...