Here Is What A Financial Plan Looks Like - Do You Need One?

Here Is What A Financial Plan Looks Like - Do You Need One?

One of the questions we often get is “What does a financial plan look like”? Without actually seeing one, it can be difficult to wrap one’s head around. So look no further than this sample financial plan I completed for Jim and Pam Halpert (of “The Office” fame). While they lived in Pennsylvania for the show, in this plan they are living in Tennessee.

Why I Started Melby Wealth Management

Why I Started Melby Wealth Management

This may be the most personal and vulnerable post I will ever type. As a financial advisor, I have an in-depth view on client’s personal lives. I know your greatest fears, your greatest weaknesses, what keeps you up at night…and I help you overcome those. I can’t expect a client to be vulnerable with me if I can’t be vulnerable with them. It’s a two way street…so I’ll go first.