Lifestyle

Metal heart with stethoscope

Health & Wealth

By Melissa Joy, CFP®, CDFA® / October 28, 2019

Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In […]

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road with autumn trees

Our Favorite Dexter Fall Traditions

By Melissa Joy, CFP®, CDFA® / September 25, 2019

The air is crisp and this week we are welcoming the first official days of fall! We’re fortunate to live […]

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soccer ball on field

US Women’s World Cup: Investing and Life Lessons

By Melissa Joy, CFP®, CDFA® / July 9, 2019

Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured […]

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canoe on a lake with forest and clear blue sky

Summer Memories & Why They Matter to Your Financial Plan

By Melissa Joy, CFP®, CDFA® / October 2, 2018

It’s Labor Day weekend, Sunday to be specific. I’m sitting on our pontoon boat. My son and his friend are […]

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