The Life Insurance Conversation
Life insurance is not for us. It is for the person who needs to take care of things after there is no more us. Continuing with the benefits-related month, today, […]
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm focused on helping you build the happiest life that you can with the money you have.
I only get paid by you, for the advice I provide and never for the products I sell. Together, through a financial plan and through asking the right questions, we will work on building the life that makes you happy regardless of how much money you make, what you do for a living, or how unexcited you are about your finances – a meaningful life that balances your career with your family, friends, and eliminates money worries.
Do you want to stop worrying about money? Do you want to bring your money house in order so you can feel confident about your life? Do you want to make sure that every dollar you have is used in the best possible way? There is a strong relationship between money and happiness and together, we can uncover what that relationship is for you. At the end of the day, it’s your money. The more you know about managing it, the more you get to keep.
I am what I call an applied academic. I have a PhD in finance and am a Certified Financial Planner. I work with people who are looking to improve their finances, and as a result, improve their lives. My main goal is to increase your happiness level. To get there, we start by organizing you and making you aware of your spending and resources. Then, we move to the more “financy” topics. We allocate your investments, plan for retirement, take care of your kids’ education and discuss tax law. But before anything else, we need to figure out what makes you happy.
From the blog
The Health Insurance Excitement
It’s September and in the benefits world, this is known as AE or Annual Enrollment. To roll with the theme, today, we will talk about health insurance and how to […]
Blog Update
It has been a long time I was around here. Life gets in the way of things like this. There is always some emergency to solve or something to figure […]
STOP PAYING OFF CHEAP DEBT!
Many of us are opposed to being in debt. I am no exception. Despite any logical argument I can frame for others, on some instinctual level, I do not like […]
Five Lessons I Learned in 2016
Did you really think you’d escape another new-year-resolution-related, don’t-spend-your-hard-earned-money post? I gave it a few weeks but it’s time we talk about it. One of my clients recently asked me […]
The Big House
In the last 7 years, my husband and I managed to buy three houses, remodel two and sell one. It’s not that I am an expert (I do watch lots […]
529 Is Not an Area Code
A few of my friends who just had or are about to have babies are asking me about 529 plans and whether it is worth opening one. Like everything else […]
Tax Loss…. What?
It’s been a while and today I am back with a pretty technical topic but it is a topic that can make a big difference in your returns. The topic […]
How Can We Believe Everything We Read and See?
Should you be Skeptical of Some (Many) Financial Advisers? Yes you Should, and Here is Why. Sometimes, you get an article across your desk that is so biased, you can’t […]
Finding the Happiness in Saving
“If you want to get out of debt, you must get more enjoyment out of saving your money than you do spending your money” Disclosure: I know I should attribute […]