Ben Phillips, CFP

07/09/2025

Every financial win builds on the last. Follow these steps to help strengthen your financial health before 2026, and reach out to schedule a mid-year check in. http://spr.ly/61864gbAe

06/25/2025

There’s a lot on your mind when a new baby is on the way. Make sure you don’t overlook any of these major steps.

When you’re expecting a baby, there are plenty of things to do and buy. Here are six things to put on your new baby financial checklist.

06/23/2025

The numbers don’t lie, plenty of people think homeownership is possible. If you don’t think it’s possible, let’s chat. Your future home may be more achievable than you think.

06/18/2025

Did you know that 69% of Americans say that financial uncertainty has made them feel depressed and anxious—and 63% say money worries have kept them up at night?* Reach out and let’s build a plan to help you feel more confident about your money and reduce your financial stress.
*2025 Northwestern Mutual Planning & Progress Study

Enhancing your financial wellness can help improve your mental and physical health, relationships, job performance and sleep.

06/16/2025

Life is full of big steps, and I’m here to financially prepare you for them. Reach out if you’d like to set up your financial tiers before the big day.

06/11/2025

I can help you be financially prepared for when the perfect home comes along. But you’ll have to close the listing tabs on your web browser on your own. Reach out.

06/11/2025

I can help you get ready for this big step and show you how a home will affect your broader financial picture.

Saving for a down payment on a house is one of the biggest parts of homebuying. Here's everything you need to know about making your down payment.

06/06/2025

Happy National Donut Day. Regardless of which donut or financial style you connect with, I can help you build a plan that works for you. Reach out.

06/04/2025

Going through these steps together can help ensure your family is financially prepared.

This is the ideal opportunity to introduce your child to money basics that will help them build a strong financial future.

05/28/2025

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Marriage includes some nice perks, especially at tax time.

05/26/2025

It’s my job to help you put all your financial habits, quirks, and resources together to create a financial plan that works beautifully for both of you.

05/21/2025

Having a baby is typically when most people realize the importance of getting life insurance. But as your life evolves, your coverage needs will change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.