Blog

Placeholder Orion Willis- Financial Planning

The Human Side of Financial Planning: Why Every Portfolio Should Be Built Around a Client’s Life

Financial planning is often viewed through a numbers-driven lens, focusing primarily on market analysis, asset allocation, and investment strategies. However, the best financial plans take into account the most crucial factor of all: the client. To truly understand the significance of financial planning, one must look beyond the spreadsheets and charts, recognizing that every individual’s […]

Read More
Placeholder property owners

The Essential Role of Sponsors in PORA Sun City West Property Owners

Sun City West, Arizona, is a dynamic and thriving community known for its active adult lifestyle, offering a range of programs, services, and amenities that keep its residents engaged and connected. At the heart of the success of this vibrant community lies the Property Owners and Residents Association (PORA). This non-profit organization supports and manages […]

Read More
Placeholder Orion Willis - Financial Planning

Financial Wisdom from Non-Financial Sources: Exploring Non-Traditional Financial Planning Insights

When most people think about financial planning, they envision numbers, spreadsheets, and financial experts. However, the principles of sound economic management are not confined to textbooks or professional advisors. Non-financial sources, including personal experiences, nature, literature, and even the arts, can offer valuable insights into approaching money, wealth, and success. We can uncover unique lessons […]

Read More