Engaged? Financial Planning for Couples – Event: April 28

ENGAGED? MONEY AND FINANCIAL PLANNING FOR COUPLES This is a fun but important discussion of the financial aspects of marriage – often not fully understood by couples in their pre-marriage preparation. If money is the #1 source of disagreement between couples, The Money Talk for Couples will help identify complex challenges and offer solutions before…

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FLOSSING AND PLANNING

Over the last couple months, I’ve reconnected with people and updated them on what I’ve been up to, Based on the name RainierView Advisors, they assume I’m a stockbroker. I’m not.

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