Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When Success Creates a New Chapter

September 16, 2026

You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely on for answers. And somewhere along the way, your financial life changed too. Perhaps your income has grown significantly. Your business has become a valuable asset. You ...

Gates Pass Advisor Erik Schei Passes CeFT Certification

June 22, 2022

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 …

VIDEO: Behavioral Finance – Surviving Volatility

June 20, 2022

Behavioral Finance Video Surviving Volatility When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a significant concern, it is essential we …

WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry

May 26, 2022

Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and …

FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor

May 26, 2022

Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug …