Most established professionals find themselves in their accumulation phase when they have various goals they want to contribute to but struggle to feel confident in their approach of having all their goals and money work together. I tell clients the first place to start is to understand all the tools at your disposal. Check out the tagged blog posts & videos below that go over some common questions and topics from clients in their accumulation phase.

Some may ask, but Lauren, what’s the secret sauce that makes this all work for me? The hardest part about personal financial planning is that the rules to use these tools change allllll the time. And my bet is your life circumstances change a few times along the way as well. If you have any specific questions, feel free to reach out below to schedule a time to chat!