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Cheers to three years of Telos Financial!

Cheers! February 1, 2021 marks the third anniversary of the official establishment of Telos Financial. We couldn’t have made it this far without your support. While we can’t get together, it’s a milestone we’re proud of and wanted to make sure to celebrate. I...

How to get a Free YETI Mug

It’s actually quite simple, if you act soon. Enter Telos Financial’s drawing to win one of three 20 ounce, YETI Rambler Mugs. Come out to Down Town Plymouth to check out all the great scarecrows and enjoy the cooler fall weather. The background Last year, when I found...
Guess Who’s Back?!?

Guess Who’s Back?!?

It’s the Telos Financial Scarecrow of course! As always, she’s repping DTP’s annual Scarecrows in the Park event. Come out to Down Town Plymouth to check out all the great scarecrows and enjoy the cooler fall weather. Last year, when I found out...
Plymouth Scarecrows in the Park

Plymouth Scarecrows in the Park

Thanks for coming back for another edition of Telos Financial’s blog where I discuss different financial planning topics. The purpose of the blog is to introduce financial planning concepts and questions I receive from clients that I believe are important. I want to...
What’s a Xennial anyway?

What’s a Xennial anyway?

Thanks for coming back to read Telos Financial’s blog all about different financial planning topics; and non financial topics, like this post. The purpose of the blog is to introduce financial planning concepts that I come across in my day to day work. I want to start...