Financial Planning

Live Your Values: Pinnacle Values

As a team we often discuss our values. It is important for us to know what our values are so we can use them to inform the way that we run our business. What do you Value? How can you align your money with your Values? We would love to talk to you about these and other questions as you work to align your Wealth Plan with your Personal Values. 

Five Questions to Ask Your Financial Planner

Whether you have been with your Financial Planner for years or you are meeting with a new Financial Professional, here are 5 questions that you should ask if you don't already know the answers.

Your Personal Wealth Plan

Your Personal Wealth PlanDo you need a Personal Wealth plan to help you take an in-depth look at your finances and lifestyle choices?

Should I Pay Off My Mortgage Before I Retire?

Should I Pay Off My Mortgage Before I Retire? What would your life look like without a mortgage payment? Would it make life easier?

Are you prepared for an Emergency?

You know you should have an emergency fund but how much should you have? Should you invest it? When can you use it?