Erin Knodel & Matt Willig
Financial Coaches are ...
- partners with you and your family, or business partners, helping you navigate your relationship with money through all stages of your life
- interested in impacting your behaviors and habits with money, putting you on a positive trajectory to make you financially bulletproof
- specialists in making complex financial and life decisions easy to understand
We do the research for you. We ...
- focus on the whole person, family, household or business, providing education and coaching to enhance your life, relationships, and financial outcome
- help build confidence in knowing that you’re on the right path
- provide leadership in areas of finance and communication within your home
- help you embrace making changes in your lives to reach your objectives
Helpful Content
What Generation Z Employees Really Want
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
First Things First
These four essential steps can help to increase your financial confidence for the year ahead.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Financial Hacks for Millennials: Ways to Use Your Tax Refund
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Financial Empowerment for Women
Recently 117 year old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw...
6 Tips From Tech Start-ups for Your Non-tech Business
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.