Understanding Risk
Understanding You First
How did you get to where you are? Where would you like to go? What keeps you up at night? What makes you happy? How do you describe success? How do you make choices? What are your biggest challenges?
To best serve you, we must first understand you. We strive to understand you holistically, as a human being. Finances represent just one aspect of your greater self and that greater self is not a number. At Financial Dimension, we believe that until we understand you, nothing we do will make any cents.
Meet the Team Our Philosophy Financial Concepts
Helpful Content
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?