RESOURCES
WEALTH INSIGHTS
Why Every Family Needs a Protection Plan
Most people don't wake up excited to review their insurance policies or update estate documents.
It's easy to put those tasks off because they don't feel urgent.
But protecting your family isn't about immediate gratification or building wealth—it's about making sure the people you love are cared for when life doesn't go according to plan.
What Will We Be Known For?
Since I first had the initial pull in my heart to step away from corporate America and create StillWater Financial Advisors, I've spent quite a bit of time thinking about legacy - what I desire to be known for.
Of course, I want StillWater to be known for providing excellent financial planning and wealth management. That's important. We work hard every day to help families make wise decisions, build financial confidence, prepare for the future, and steward their resources intentionally.
But the truth is, there are thousands of firms that can do those things well.
So, I've found myself asking a different question.
Raising Financially Wise Children
A common question I hear from parents is:
"How do I teach my kids to be smart with money?"
Most parents assume the answer involves finding the right chore chart, opening the perfect savings account, or teaching investing at an early age.
Those things can certainly help and may be a part of your journey.
But after working with hundreds of families, I've become convinced that financially wise children are usually formed long before they understand compound interest, debt, or the stock market.
How to Enjoy What You’ve Built, Without Losing Sight of What Matters Most
There’s a tangible tension that comes with personal success.
For years, maybe decades, you work hard to build a life of stability. You sacrifice. You delay gratification. You make wise decisions when nobody is watching. You find ways to live generously and still provide for those you love. Then one day, you look around and realize “we actually have margin”.
Simplifying Your Financial Life: Smart Changes That Lead to Financial Clarity
There’s a difference between having a lot of things in motion financially and actually having a financial plan.
Many people I get the opportunity to speak with aren’t irresponsible. They’re just busy and overwhelmed.
