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What does Father’s Day mean to you?

June 15, 2019 BY Shanna Tingom, AAMS®

What does Father’s Day mean to you? For me, it means reflecting on how alike my dad and I are and also how different. While he is a man of few words, I tend not to be but when it comes to our..

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Vacation Planning as Part of a Financial Plan

May 30, 2019 BY Shanna Tingom, AAMS®

We sat down and talked to our client Lauren about vacation planning as part of a financial plan. The reason? She and her husband have a clear idea of why they want take vacations and a financial path..

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What I’ve Learned About Taking the First Step

April 18, 2019 BY Shanna Tingom, AAMS®

Taking the first step is all it takes to create a different life for yourself whether that’s going to yoga class after a long hiatus or your first visit with a financial advisor.

My Fitness Journey

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What to Bring to Annual Meeting with Gilbert Financial Advisor Shanna Tingom

February 28, 2019 BY Shanna Tingom, AAMS®

At Heritage Financial Strategies, we know talking about financial planning can be uncomfortable and it is why we’re dedicated to Making Money Fun. At your annual meeting with Gilbert Financial..

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