Odds & Ends

Another Trip Around the Sun

My birthday has always felt like the start of a new year. Falling at the end of August, it means back to school time, end of summer, start of Q4, and so much more. This week always feels quiet with everyone sneaking in those last vacation days and trying to gear up for the hectic […]

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The D.R.E.A.M. Process

If you have followed my content for any amount of time you know that I frequently use phrases like “financial planning” or “build your dream”. But here at Tanis Financial Group we take our clients through a unique process to help them use financial planning to build their dream life.  For us, the goal is to help you determine what you truly want your life […]

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How to Have the Difficult Estate Planning Conversation 

Conversations about estate planning can be uncomfortable and emotionally charged. However, they are essential for ensuring that your family’s future is secure and your wishes are honored. Whether you’re a parent, grandparent, or adult child, discussing estate planning with your family can bring clarity, prevent misunderstandings, and provide peace of mind. In this blog post, […]

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