• Couple talking about finances over coffee
    Financial Planning

    The role of finances in your relationship

    Money matters can cause friction in any relationship. Here’s what you should talk about with your partner and why it’s important.
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  • Extended family walking on the beach
    Financial Planning

    Financial advice for every decade and life stage

    Every stage and decade of life comes with different perspectives and priorities. Your finances should reflect where you are and where you want to go.
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  • BlueShore advisor and client in boardroom
    Financial Planning

    Ten traits of successful financial advisors

    Choosing a trusted and knowledgeable financial advisor is an important investment decision. Here are ten things to consider when selecting an advisor.
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  • Man working on his laptop
    Financial Planning

    Enhance your personal financial literacy

    Do you feel well informed when making decisions about your financial future? Build your financial knowledge base and move ahead with confidence.
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  • Woman hiking and sitting on a rock
    Financial Planning

    Year-end tips for your financial plan

    The end of one year and start of another is a critical time to look at your financial plans. Get tips for conducting your annual financial checkup.
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  • Woman working on her financial plan on tablet
    Financial Planning

    Why you need to be the CFO of your life

    What would your money situation look like if you thought and acted like your own Chief Financial Officer? Here’s how you might manage your finances.
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  • Minds over Money financial advice video series
    Financial Planning

    Financial planning for blended families

    New partnerships that blend families can be joyous and stressful. Don’t ignore tough financial questions. This video explores what you need to know.
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  • Minds over Money financial advice video series
    Financial Planning

    How financial advisors get paid

    Find out how your financial planner or investment advisor gets paid. This video explains the types of compensation and the implications for you.
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  • BlueShore clients meeting advisors
    Financial Planning

    Seven tips for choosing a financial advisor

    Finding and choosing a financial advisor can be daunting. Here are seven tips to help determine your needs and find the right advisor relationship.
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BlueShore Financial, Financial Advisor, Mona Heidari

Mona Heidari

Financial Advisor

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