Posts by Heather Gudac

Cameron Hendricks Earns CFP® Designation, Becomes FSI’s Newest Advisor

05/07/2015

Cameron Hendricks has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Hendricks to provide…

Mike Eklund Becomes Newest Partner at Financial Symmetry

05/04/2015

Heather Gudac

Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become…

A Whirlwind of Growth

02/06/2015

Heather Gudac

As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014…

Can You Help Me Rollover My Old 401(k)?

10/06/2014

Heather Gudac

“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple. Many of our clients come to us with…

Did You ‘Set It and Forget It’… again?

08/18/2014

Heather Gudac

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the…

When in Doubt, Don’t Give it Out!

06/27/2014

Heather Gudac

Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and…

FSI’s 4th Annual Client Appreciation Night was Biggest Yet!

06/19/2014

Heather Gudac

On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as…

Grayson Blazek Joins Financial Symmetry’s Operations Team

01/27/2014

Heather Gudac

Financial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013.…

How Much did you Spend Last Year?

01/23/2014

Heather Gudac

The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking…

It’s That Time Again…

08/07/2013

Heather Gudac

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your budget this year? Most people’s response is “No.” Now is most likely not the time you…

Posts by Heather Gudac

Cameron Hendricks Earns CFP® Designation, Becomes FSI’s Newest Advisor

Mike Eklund Becomes Newest Partner at Financial Symmetry

A Whirlwind of Growth

Can You Help Me Rollover My Old 401(k)?

Did You ‘Set It and Forget It’… again?

When in Doubt, Don’t Give it Out!

FSI’s 4th Annual Client Appreciation Night was Biggest Yet!

Grayson Blazek Joins Financial Symmetry’s Operations Team

How Much did you Spend Last Year?

It’s That Time Again…

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