Paul
Jarvis

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro In  Phase #1  we focused on  Protecting Your Income  as a foundational step -- building three months of savings, making sure income protection is in place through disability coverage, and adding umbrella insurance where appropriate. Phase two is where we start to build momentum. To make it more interesting, I’m walking through this phase from Charleston, North Carolina. One of the simplest ways

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro Since so many people have questions about money and how to allocate cash flow, I wanted to put together a series of helpful posts/videos.  This is the first video in a series I’m putting together on a financial order of operations. In it, I introduce a 10-phase framework — and explain why the order of those phases matters. It ’s not one-size-fits-all. It’s a way to highlight behaviors and p