Have you ever stopped and reflected upon your personal core values? What do you hold as important and sacred in who you are and the work that you do? Recently, as part of my homework with my coach, I was asked to list out my core values and explain what our...
At some point in your life you’ve likely had to address a debt payment. It may have been after college graduation when those student loan payments began, or it may have been later in your professional career when you started paying-down grad school or law school...
I’m really looking forward to this holiday weekend and, believe it or not, the second half of the year. Where did the time go? This is a great time to review the status of your “financial house” and other life planning decisions that may have been pushed off. It’s...
All great athletes at the top of their game have a coach. Often, they may have several coaches that work on unique aspects of their game so they may perform at the highest level. Coaches are not limited to athletics, some of the top performing professionals in their...
In the coming week there is a fair bit of change arriving on the financial landscape. As a consumer, the financial professional with whom you choose to work with will have more disclosures to provide you in your ongoing relationship. Here’s what you need to be aware...
Last time we covered some key elements to our annual review process with clients. We understand planning takes a lot of brain power and time, attempting to cover everything in a single meeting is not always efficient or effective for many busy clients. Spreading out...
As summer approaches our firm has just completed the first half of all annual plan reviews with our clients. Financial planning continues to evolve and encompasses a wide array of services, needs, and considerations. It’s been our experience that attempting to...
Friday May 15th was to be “Bike to Work Day” here in Northern Virginia, DC, and Maryland. Unfortunately, it’s been cancelled but will be back, better than ever, next year (fingers crossed!). If you haven’t been outside on your bike lately, you’re really missing some...
Every professional and family needs a safety net to protect what is important to them. This “safety net” is unique depending on who you are, what you care about, and where you are in life. Life moves quickly and it’s important to ensure your safety net is keeping...
I don’t know about you, but I believe our pets are truly benefiting the most from all our social distancing. We’re all at home doing our best to balance our lives, keep our kids engaged in some form of learning, and attempt to be moderately productive with our work. ...
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...