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Category Archives: Our Philosophy
The Return of the Blog
In mid September I attended the XY Planning Network 2015 Conference in Charlotte. This was my first conference experience since Logan was born and I was looking forward to being able to attend, but I wasn’t quite prepared for the … Continue reading
Posted in Our Philosophy, XYPN
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The Dynamic Money Relationship
Last week I attended the XY Planning Network 2015 Conference in Charlotte. I had the opportunity to hear some fantastic presentations and came home energized with new ideas on the future of VB Wealth. This post is the first in … Continue reading
Supporting a Person in Grief
As a financial planner, I work to create long-term relationships with my clients. Through this relationship, I am fortunate enough to be able to celebrate the family’s successes and achievements. I also realize that during times of crisis and grief, … Continue reading
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Let’s talk about life…insurance
The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to … Continue reading
Posted in Insurance, Our Philosophy
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A Reason to be Optimistic
A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading
Posted in Our Philosophy, Wealth Statement
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Creating Your Wealth Statement
It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my … Continue reading
Posted in Our Philosophy, Wealth Statement
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