Dan Faris Financial Planner

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While money might seem like a matter of math, our spending and saving habits are deeply influenced by psychology. Emotio...
07/02/2024

While money might seem like a matter of math, our spending and saving habits are deeply influenced by psychology. Emotions play a significant role in our financial decisions. By understanding the intersection of psychology and finance, we can make smarter, more objective choices to achieve our financial goals.

At CFG, our goal is to position a business owner for success to exit their company. There are seven areas we look to pla...
06/27/2024

At CFG, our goal is to position a business owner for success to exit their company. There are seven areas we look to plan for:

Plan for what's important to you – whether that's learning the financial basics, navigating life's stages, balancing lif...
06/25/2024

Plan for what's important to you – whether that's learning the financial basics, navigating life's stages, balancing life and work, or building generational wealth. You've got this, and I'm here to help you.

Navigating the financial landscape of business ownership introduces a myriad of considerations and complexities, often l...
06/20/2024

Navigating the financial landscape of business ownership introduces a myriad of considerations and complexities, often leading to stress and uncertainty.

As your financial professional, I offer expertise to help ease this burden by providing guidance, translation, and comprehensive financial planning. By collaborating with your accountant and estate attorney, together, we can construct a tailored financial blueprint centered around four essential spending buckets.

Making plans for your care later in life is a valuable gift you can give your family – planning ahead can help families ...
06/18/2024

Making plans for your care later in life is a valuable gift you can give your family – planning ahead can help families manage the financial, personal, and emotional challenges that may arise when loved ones need services.

When it comes to exit planning, many entrepreneurs focus on business aspects rather than personal aspects. Don't overloo...
06/06/2024

When it comes to exit planning, many entrepreneurs focus on business aspects rather than personal aspects. Don't overlook the quality-of-life decisions and consider what your ideal path forward looks like.

I'm here to talk through your options and ensure a smooth transition.

Understanding your business's value is crucial, especially in today's ever-evolving economic landscape. The intricacies ...
05/30/2024

Understanding your business's value is crucial, especially in today's ever-evolving economic landscape. The intricacies of managing risk in business and life can be overwhelming, which is why I'm here to help you proactively plan and prepare for any unforeseen challenges.

05/28/2024

A game-changer for my financial well-being? Adopting the 0.01% Rule.

It's simple: let go of fretting over purchases that constitute less than 0.01% (1/10,000th) of your net worth. Whether you have $10k or $100k, liberate yourself from hesitations over spending $1 or $10. It's all about perspective.

During retirement, financial concerns often take a backseat to a more profound consideration: how you spend your time. R...
05/23/2024

During retirement, financial concerns often take a backseat to a more profound consideration: how you spend your time. Retirement isn't just a financial milestone; it's an existential journey. Before you retire from your career, pause to envision what you're retiring to. Let's ensure your retirement plan aligns with your aspirations for a fulfilling and purpose-driven life.

Help ease financial stress with these simple strategies:
05/21/2024

Help ease financial stress with these simple strategies:

Running a business comes with a myriad of rewards and advantages, but tackling tax-related queries and hurdles can be ov...
05/16/2024

Running a business comes with a myriad of rewards and advantages, but tackling tax-related queries and hurdles can be overwhelming. Each business owner's situation is distinct, and personalized guidance is essential. I'm here to offer advice on strategies that could prove advantageous for your specific circumstances.

Chances are, you have a strong financial foundation: You have money saved for emergencies, your debt situation is handle...
05/14/2024

Chances are, you have a strong financial foundation: You have money saved for emergencies, your debt situation is handled or on track to be handled, and you are maximizing your 401k match. What more could you do to reach financial prosperity? It may be time to turn your financial attention toward building wealth.

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65 Main Street Suite 201
Burlington, VT
05401

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