The 3 steps to a successful financial plan.

Advisor, Coach, Speaker - Smart Happy Money

Finances can be complex. We have found, through years of working with clients to achieve their goals, that simplicity is the best way to ensure that someone commits to and…

3 steps you can take to better prepare for your retirement

Advisor, Coach, Speaker - Smart Happy Money

Even though retirement may seem like a long way off for many of you (closer for some!), have you ever asked yourself, “how am I going to retire”? It is…