There are two schools of thought when it comes to financial planning:

On July 4th and 5th of 2019, two major earthquakes – in fact the biggest to hit Southern California in decades – reminded us that disasters like earthquakes, floods, tornados, fires, etc. can strike at any time. The two  early July quakes registered in at 6.4 and 7.1 and they could be felt from Los Angeles to San Jose. Thankfully, the two quakes hit a sparsely populated region of California and there were no reported casualties – but the results of the quakes are significant enough that they can be seen from space. No matter where you live, it is wise to be prepared for disasters. Here are some tips to help you keep important documents safe and what to do when disaster strikes. 

Setting goals can be a tough task, but it is an important step toward securing your financial future. Before we create a financial plan, we'll work together to define and document your goals. Here's a primer to help you get started: