What I’ve found is that having more money makes you comfortable—it may even give you peace of mind—but it doesn’t necessarily make you happier.

At Sea To Peak Financial Advisors we’re constantly focused on your financial wellbeing.   As we embark on this most unusual holiday season, we are also reminded that wellbeing includes our mind, body, and soul. 

While talking with new clients that have hired me as their financial advisor, many have said that they did not know there was a better approach to managing their financial life. They were either displeased or only moderately happy with their former advisor, but did not know how to make a change until someone pointed […]