The Sterlings (Part 10): The only goals that matter are your own

Sound financial planning starts with setting goals based on what you want out of life—not someone else’s idea of success.

The Sterlings (Part 9): Investing for different goals

Money can’t buy happiness, but it can help you achieve your goals—when invested with a purpose. But, how do you invest for different goals all at the same time?

The Sterlings (Part 8): Between You and the Big Mistake

Whether you think you’ve got the Midas touch when it comes to investments or are prone to fearfully reacting to price swings, trusting in your financial advisor’s process can prevent most disastrous decisions.

The Sterlings (Part 7): Finding a Financial Advisor That Fits

Without understanding what to look for in a financial advisor, many of us ask friends or family for a recommendation. But how should you choose an advisor that is the best fit for your circumstances?

The Sterlings (Part 6): One Investment or Many?

Feeling pressure to put all your eggs in one basket? The right financial advisor should help you design a plan that’s as multifaceted as your goals.

The Sterlings (Part 5): When investing involves greed and fear

By preparing yourself for market fluctuations, you can approach investment decisions without panic. Travis didn’t take that lesson to heart.

The Sterlings (Part 4): Goals – The path is never straight

Sometimes life gets in the way of your goals. It’s up to you whether the challenges presented by your current situation end up being detours or dead ends.

The Sterlings (Part 2): Intentionally Designing Your Finances

“Spending and Saving with a Purpose” – you won’t meet your goals unless you treat this seriously.

The Sterlings (Part 1): Our Financial Story

How do you manage to save for multiple future expenses and anticipate every outcome? You can’t.