I’m facing a divorce. What do I do now?

IMPORTANT NOTE: Will Parrish and his team at Slate, Disharoon, Parrish & Associates, LLC are NOT attorneys and do not provide legal advice. Facing a divorce is generally a very emotional and traumatic life change and no divorce is ever easy. There is a lot you...
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Does a teacher NEED a financial plan?

“I don’t make that much money.” “I have the TCRS.” “I don’t lead an extravagant life.” All are things the SDP Team has heard, and all are reasons that teachers and education administrators NEED a financial plan! Financial planning and having a financial advisor is NOT...
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5 Ways to Free Yourself from Being Frozen in Fear

By: Shan White Fear is a normal human emotion. We all experience it, know what it feels like, and have, at times, been overcome by it. So, you are not alone and there is nothing wrong with you. I remember when my ex-husband left me six years ago and I was frozen in...
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Finding new ways to hide travel fees

When you travel, there’s a fee for everything. Change an airline ticket, pay a fee. Forget to fill your car rental gas tank, pay a fee. Cancel your hotel reservation, pay a fee. Travel companies may have run out of new things for which to charge you, not to...
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Do Our Biases Inhibit Our Retirement Savings Efforts?

They may affect our attempts to build wealth.    Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100 bills. The driver shuts and locks the trailer, closing the door on roughly $10 billion. Now imagine that truck driving off...
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As trusted advisors, we help our clients get from where they are to where they want to be, we assist in defining goals now so they align with their plans later.

Clients will feel a greater sense of confidence and clarity because we will assure our objectivity on their behalf, even if they only have a simple need.

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Life In A Box

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Financial Education

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INVESTMENTS

When “financial planning” is mentioned, most people think of investments only. At SDP, your Investments are a part of your financial plan, but we also consider your real estate holdings, business or medical practice, and how those impact your investment plan.

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RISK MANAGEMENT

Legal documents, beneficiary designations, emergency funds, insurance, stable investments…all work together to create your risk management plan. At SDP, we help our clients feel confident and knowledgeable about their risks.

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FINANCIAL PLANNING

At SDP, your Financial Plan is a stand-alone entity. A written plan with a course to chart directions in a variety of circumstances. Goals are defined. Steps are chosen. Action is taken. Your financial plan dictates needs, and helps you make good decisions.