Letter from the President: Focus on Giving

Letter from the President: Focus on Giving

At FM Financial, we specialize in helping clients with planning, investing, and giving. Each area is individually important, but they work best in harmony. However, in the financial services realm, we find planning and investing are most often emphasized, with little...

Meet the FM Financial Staff – New Employees

We want to introduce you to some new team members at FM Financial. We are grateful for the unique talents and personality each one brings. Madyson Fernandes started at FM Financial in August 2023 and is a Client Care Associate. She is happy to connect clients and...

Investing – Definitions 102

Last issue we discussed why you invest and defined assets and liabilities (click here to read). Another important aspect of investing is understanding the liquidity of the asset the investor chooses to invest in. Let’s define what liquidity is and why it is...

Stewardship Well Done Journey – Budget

Once you have determined your priorities, the next step on your Stewardship Well Done Journey is to set a budget. Did your heart just drop? Did you get a bad taste in your mouth? Budgeting is not often named as anyone’s favorite activity. However, we invite you...