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Green Peak Advisors

Financial Education

Image of When is the ideal time to create a financial plan?

When is the ideal time to create a financial plan?

After completing my CFP certification, I quickly realized what my vision was going forward. I wanted to offer a segment of the market access to financial planning services who, up until now, have been seriously underserved. Here are some scary

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Image of Diversifying my portfolio (and life!) - eggs in a basket

Diversifying my portfolio (and life!)

Adapting our swing I ended my last post talking about the importance of creating diversification, not just in a portfolio context, but also in other life choices. If Covid-19 has taught us one thing, it is that life can throw

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Image of a blackboard that says Back to school basics for the article Investing 101 – Where do I begin?

Investing 101 – Where do I begin?

“Don’t work for money, have your money work for you!” Many of you are familiar with the famous catch phrase – “Don’t work for money, have your money work for you!” This sounds nice, but what does it really mean?

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