Happy Birthday Spencer Financial Planning! As of June 2026, we are now six years old, huzzah!

Let’s look at where we are, where we’ve been, and what’s cookin’ for the future!

Spencer Financial Planning is 5 years old! Let’s look around at what’s going on, look back at the past 5 years, and look forward to what’s next.

Spencer Financial Planning turned 4 years old!

In this blog post, I share some facts, non-facts, observations, and reflections regarding four years of providing financial planning services to my clients.

Spoiler alert: I love my job.

Spencer Financial Planning turned 3 years old this week!

In this blog post, I share some facts, non-facts, observations, and reflections regarding three years of providing financial planning services to my clients.

Spoiler alert: It has been amazing (still).

Spencer Financial Planning turned 2 years old yesterday!

In this blog post, I share some facts, non-facts, observations, and reflections regarding two years of providing financial planning services to my clients.

Spoiler alert: It has been amazing.

Hitting the one-year mark as a financial planning firm is an exciting milestone. In this article, I share some thoughts and reflections on my first year in business.