Entries by seatopeak

Planning For Joy

By Stephanie Bruno I would like to kick off this year – this decade – with joy.   When I started what would become Sea To Peak Financial Advisors in 2012, it was with the goal of truly making a difference in people’s lives.  

January 2, 2020 by

$1 Million Isn’t What It Used To Be

By Stephanie Bruno Most people view $1 million as a benchmark for success. They think once they have $1 million in the bank, they can retire early, buy a nice car, take lavish vacations, and live a life of pure bliss. Especially if you are first generation wealth, this may be more money than anyone […]

November 13, 2019 by

Financial Planning For Executives

By Stephanie Bruno It’s not hard to find general financial planning advice. But “general” won’t work for you as an executive. Your lifestyle and finances can get complicated and you need specialized advice for the challenges and unique opportunities you face.  For example, you are pulled in many directions in a fast-paced environment, all while […]

October 22, 2019 by

What’s Your LTC Plan?

By Stephanie Bruno As much as we might like to, it’s hard to plan for every single issue or contingency that could pop up. We don’t know what the markets will do, we can only guess at how long we will live, and tax policy seems to change regularly. So, we save our money and […]

September 18, 2019 by

What We Do And How We Can Help

By Stephanie Bruno We all know that money makes the world go round. We need money to live, we hope to have money for the future, and it would be nice to have money for some of the things we want. But should money rule your life? We don’t think so.  At Sea to Peak […]

August 29, 2019 by