The Source

A few weeks ago, my social media feed was full of #TopNine posts, images of highlights from friends' 2018, and words of excitement and enthusiastic anticipation of everything a new year brings, or MIGHT bring. Don't get me wrong, I look back on a year gone by, but my sentiments lean more toward, "whew! I survived another one!"   

The new calendar year undoubtedly brings a long list of goals and good intentions. On top of that, we leave behind a holiday season full of untamed spending only to stare down tax season. What better time than now to discuss the need for financial planning?    

Liz Spratlin's career shift from politics and public relations to successful retail owner might not have been the most obvious path, but when it came time for a change, she did what so many are too intimidated to do: jumped in with both feet. We are so proud to have her experience - and style - on our Advisory Panel.