Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro We are now entering Phases 3 and 4 of the Financial Order of Operations: tackling debt and building your savings reserves. Each week, my goal is to help you build practical financial skills and give you a clear guide for how to use your cash flow. If you’ve been following along, you’ll notice that we’re progressing in a very specific order. That’s intentional. Over time—both personally and professionally—I...

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 to strengthen...

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro For this first phase I want to focus on setting an initial savings goal and get you thinking about income protection and life insurance. To make things more interesting, I am covering the first phase from the top of the Jasper Sky Tram in Alberta, Canada. If you haven't taken a trip to Jasper, put it on your list! We even got to see Grizzly bear 222 and her two cubs (not so little when we saw them) - famously...