We hosted our official Grand Opening on Thursday, May 10th, just outside our new office on the patio of 5th and Wine. You can check out more pics and a SLIDE SHOW on our FACEBOOK PAGE! (I know, I know, we’ve been open for a while – but it takes awhile to plan these things.) We had a fantastic turnout. I think the tally was about 75-85 people. The juice drinks were flowing and the misters were going.  (For those far away, keep in mind Phoenix in May is starting to cook.) Thanks to everyone who attended

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The bright side of the work we do as a fee only financial advisors is the smiles and thank yous, and the numerous times our clients express how much peace of mind we have brought them. The downside of our work is when a client, or their parent, passes away. It’s not only emotionally stressful – it’s a lot of work. And I mean A LOT. It helps to have instructions to follow during these times. Check out the documents needed checklist put together by After the Fact Final Affairs. Think you should cancel credit cards right away? Not so fast. Think you know

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