Blogs + More
PWA Blog
Keep up to date on topics that impact your life and your world.
What Happens When You Let Go of Control (Just a Little)
Why surrendering to the process can sometimes bring better results than forcing an outcome.
Healthcare and Retirement: Planning for the Costs You Can’t Predict
Healthcare costs don’t have to be the wildcard in your retirement plan.
When Valentine’s Day Hurts More Than It Heals
Valentine’s Day during or after divorce can feel painful, lonely, and triggering. Learn how to honor the grief, give yourself permission to opt out, and create meaningful self-care rituals that support healing and confidence.
PWA Videos
Stay in the know about the issues that matter most to you.
When Calm Becomes Strength
Not every moment needs a response. Sometimes giving yourself a little space can bring more clarity. Calm has a way of creating steadiness when things feel unsettled.
Stronger Than You Know
Divorce can leave you feeling unsteady, even when you’ve always been strong. Beth’s new book, Stronger Than You Know, offers perspective, encouragement, and thoughtful support during a time that often feels overwhelming and isolating. It invites readers to reflect on their experiences, explore ways to reconnect with their inner strength, and consider paths forward that feel more grounded, confident, and connected.
Understanding the Marital Balance Sheet: A Key Tool in Divorce Settlements
A marital balance sheet is one of the most important tools for navigating the financial side of divorce. In this video, you’ll learn what a marital balance sheet is, why it matters, and how it helps create a clear picture of assets, debts, and overall net worth. Whether you’re preparing for mediation, working with an attorney, or simply trying to understand your financial landscape during divorce, this breakdown will help you make informed decisions and move forward with confidence.
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
