Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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PERSONAL FINANCIAL GUIDES

Five Years Later:
RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions
Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing …
Read More >Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay
Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good News A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom yesterday. Below is the video of our …
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STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices
If you’ve already made some wrong investment choices over the years, that’s okay. Mistakes are opportunities for us to learn and grow from. What’s not okay is making the same …
Read More >Gates Pass Advisor Erik Schei Passes CeFT Certification
Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon …
Read More >Check out our Getting There Podcasts
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