Thousand Oaks, CA 91360
September 4, 2020
Message from Vicki – September 2020 To our awesome clients – In this crazy time of social and physical distancing, we are all adjusting to […]
August 24, 2020
Is Personal Financial Planning for Everyone™ (PFPE™) right for you? We’ve been working hard to make it easy for you to take control of your […]
June 22, 2020
Summary – Personal Financial Planning for Everyone™ (PFPE) Financial advisors typically require a minimum and substantial amount of money to invest before they will offer […]
April 15, 2020
The headlines are filled with doom and gloom scenarios. While we are in the midst of a pandemic and historic economic uncertainty, we are bombarded […]
March 11, 2020
I just wanted to send a quick note regarding current market conditions. First, don’t panic. Fear is the enemy of investing. Sit back, take a […]
February 11, 2020
Perhaps one of the more pertinent expressions to adulthood is one that seems even more pertinent this time of year: “In this world nothing can […]
February 10, 2020
All of us know someone who is in transition. What do I mean? Transition is moving from one stage to another such as starting a […]
January 2, 2020
People have always fascinated me. Over the years, my interest has taken me down many paths and exploration of philosophies but none more powerful than […]
January 1, 2020
The day finally arrives—the mind fills with grand thoughts of independence, exploration, success. Graduation appears to be the means through the final threshold of adolescence. […]
