Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look
What Issues Should I Consider Before the End of the Year?
The end of the year is 6 weeks away. When it comes to your financials, there are some important things
Step Seven – Build
This is the truly exciting step in your financial plan – You start to build your processes and portfolio to
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen
Helping Your College Student Budget
Each summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior
Getting Launched: Helping Children Manage Money
Clients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For
Budgeting for Vacation
How are you budgeting for vacation? It’s early summer in Michigan, and for a lot of families that means road
How to Budget for Academic Year Faculty and Staff at MSU
Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how
The Steps for Starting a Budget
Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains