What is the CandorPath way? It’s taking the time to really get to know you before we advise you on how to reach your goals.

Investopedia defines a financial advisor as someone who “provides financial advice or guidance to customers for compensation. Financial advisors can provide many services, such as investment management, tax planning, and estate planning. Increasingly, financial advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.”

With the uncertainty of our current circumstances, it’s impossible not to experience some level of fear. And while we can’t prevent feeling it, we can prevent it from controlling us.

Recently I sat down with some clients who own their own business, and let me know they were working on outsourcing and automating a number of things within their business so they could take a step back. Then they asked, “Now what?”

You’ve married the person you want to share your life with. So how do you share your finances?

There is an enormous amount of research concerning the psychology of money, and to me, the most fascinating research surrounds our spending habits, in particular how they change between using cash versus credit cards.