Buying a new home?

You have plenty to look forward to as a home buyer, from browsing houses online to touring prospective neighborhoods.


Purchasing a house is one of the biggest personal and financial decisions you’ll make, and often one of the most complicated.


The smartest way to start your house hunt is with information. That’s why we’ve put together your checklist “WHAT ISSUES SHOULD I CONSIDER WHEN BUYING A HOME?”  Enjoy!


As always, we are here to help you through all the fun financial decisions ahead of you.

Download the Checklist here...

Forbes Magazine Online Article – April 9, 2020

Get the Five Steps Below...

"How Parents Can Help Gen Z Prepare Their Credit For Graduation" by Kimberly Palmer shares insight and comments from our CEO, Mike Kurz on budgeting ideas for parents to pass along to their soon to be independent adult children.

It's an exciting stage of life and when managed well will be a smooth transition. Enjoy!

Checklist for Emergency Relief for Coronavirus

For Individuals and Families: Checklist for Emergency Relief for Coronavirus

This checklist attached as a PDF helps you review potential opportunities to find additional resources and navigate the recent changes that may be available to help your financial support, unemployment benefits, distributions from retirement accounts and more.

Download Your Checklist - For Individuals and Families

For Businesses: Frisco Chamber of Commerce List of Resources

As you are deciding on important business decisions during these unprecedented times and are evaluating how COVID-19 is impacting your business, please review Frisco Chamber of Commerce special Coronavirus webpage information for options that may be available for your business.

The Frisco Chamber of Commerce will be diligently working to continuously update this page as information is received and provide easy-to-understand explanations of how the resources found here impact individuals and different-sized businesses, by providing toolkits and links to much-needed documents.

Please visit with you advisors and CPA before finalizing any important decisions for your business.

Visit the Special Section of the Frisco Chamber of Commerce website


Economic Injury Disaster Loans and Loan Advance

In response to the Coronavirus (COVID-19) pandemic, small business owners in all U.S. states, Washington D.C., and territories are eligible to apply for an Economic Injury Disaster Loan advance of up to $10,000.

The SBA’s Economic Injury Disaster Loan program provides small businesses with working capital loans of up to $2 million that can provide vital economic support to small businesses to help overcome the temporary loss of revenue they are experiencing. The loan advance will provide economic relief to businesses that are currently experiencing a temporary loss of revenue. Funds will be made available within three days of a successful application, and this loan advance will not have to be repaid.

To apply for a COVID-19 Economic Injury Disaster Loan, click here.

Planning Items During a Recession

Financial Planning Items to Consider During a Recession

This checklist is designed to bring your attention to potential financial planning opportunities that might have a positive impact on your financial plan that are especially relevant during a time when your investments and assets may be valued less because of financial market volatility or economic recessions.

This PDF is not a list of investment guidelines are financial market considerations about staying invested through market cycles or having a long-term perspective. It will provide planning items to consider with your advisor and CPA.

Get your list of items to review...

Job Loss

What should you consider if you lose your job?

The checklist below serves as a easy reminder for important items to consider if you have recently lost your job or are concerned that a patch of unemployment may be around the corner.

The topics to consider include unemployment benefits, emergency reserves, your 401(k) account and potential binding agreements with your employer.

Download your checklist to review your action items...