Everyday each of us makes financial decisions. Young people begin to make monetary decisions about the first dollar of allowance they receive. As we move through life into adulthood, financial decisions become increasingly complicated and important to our financial futures.
At CONFIANCE we realize that we all have behavioral biases that affect our financial decision-making. Some of us have learned behaviors from our childhood that influence our money perceptions. Others are influenced by life events.
Whether one lives in a traditional family household, or opts for a more non-traditional lifestyle, there are universal financial decisions that we all must make. Through the process of YourLife™ PLANNING we collaborate with you as a partner to discuss those biases and influences that you bring to your decision-making about money—helping you to make better decisions about your everyday life.
At CONFIANCE we realize that we all have behavioral biases that affect our financial decision-making. Some of us have learned behaviors from our childhood that influence our money perceptions. Others are influenced by life events.
Whether one lives in a traditional family household, or opts for a more non-traditional lifestyle, there are universal financial decisions that we all must make. Through the process of YourLife™ PLANNING we collaborate with you as a partner to discuss those biases and influences that you bring to your decision-making about money—helping you to make better decisions about your everyday life.
EVERYDAY YourLife™ PLANNING
- Income and Budgets
- Debt Management - Credit Cards and Loans
- Housing - Rent or Buy
- Education Funding and Student Loans
- Retirement or "Next Career" Planning
- Insurance and Risk Management
- Tax Awareness
- Estate Planning and Charitable Giving
- Family Obligations - Elder Care