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The Balance

A monthly newsletter where you can find the latest Wealth Management 101 blog post, news about my latest adventures and the Lifestyle Corner. Check back every month for updates or join the list to get The Balance in your inbox.

Wealth Management 101


What Is Financial Fitness?


The New Year often brings thoughts of getting back in shape — getting fit. Yes, I know that usually means physically…but why not financially?

 Thing is, few of us know what it really means to be financially fit. And even fewer of us know how to get there. This article will cover the five key elements of financial fitness and how to achieve them.

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Sarah Around Town


There are lots of ways to celebrate a birthday. You can throw a party, eat at a favorite restaurant, meet up with friends for drinks, go for a spa day, or any number of other things.

But I've done most of those already. So I decided to celebrate my 41st by jumping out of a plane.


Don't let the confident looking pose in the last picture fool you. My tandem skydive was one of the most nerve wracking things I've ever volunteered to do.

But I was able to have this truly unique and exciting experience because I put myself in the hand of an expert instructor who gave me all the tools I needed.

Reaching your financial goals isn't exactly like jumping from a plane. But trusting that you'll land where you want in 30 years is a leap of faith. Fortunately, you've got an expert to give you the tools you need to get there.

Sarah's Tip of the Month

If you're setting goals for 2022, make sure they are SMART Goals. SMART Goals are meaningful goals.


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