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4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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How to Live a Fulfilling Life – Your Financial Plan Can Help

By Abbey L. Henderson, CFP®, RLP®, CPCC® It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life.

Time for a Financial Checkup? Use My Financial Fitness Checklist

By Abbey L. Henderson, CFP®, RLP®, CPCC® We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup.

Manifesting Abundance Is Easy When You Stop Comparing Finances

By Abbey L. Henderson, CFP®, RLP®, CPCC® As we talk about their financial goals, I often hear my clients make comparisons with their friends, colleagues and neighbors. Instead of manifesting abundance, they’re focused on what they DON’T have.

Struggling with Financial Discipline? Use the Joy Factor

By Abbey L. Henderson, CFP®, RLP®, CPCC® Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, …

Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor

By Abbey L. Henderson, CFP®, RLP®, CPCC® How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by …

4 Secrets to Financial Planning for Couples

By Abbey L. Henderson, CFP®, RLP®, CPCC® As a financial life planner, there are times when I can feel the tension in the room when a couple doesn’t see eye-to-eye on a financial decision. Financial planning for couples can be difficult, especially since many couples simply don’t know how to …

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