We’re Not Smarter Than Our Clients
One of the biggest misconceptions about working with a financial advisor is the idea that clients need one because they “can’t” manage their money. That couldn’t be further from the truth.
Year in Review
The past year has brought a lot of changes for our team here at Penney Financial. We've been quietly working on several upgrades we're excited to share with you. While our mission remains the same — to bring clarity and confidence to your financial life — we’ve made some meaningful upgrades to better serve you.
How Expensive Is Your BIas?
We all have them — but we might not all know what our biases are, or what they’re costing us.
Aligning Actions With Your Goals
A goal without an action plan is a daydream. Whether your end goal is physical fitness or financial health, your actions need to reflect your end goal.