Clifford Financial Planning, Inc.

Clifford Financial Planning, Inc.

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"Specializing in Strategies for the Creation, Preservation, and Transfer of Wealth"

06/17/2026

June is National Homeownership Month🏡—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families 👨‍👩‍👧‍👦, it's where milestones happen. First steps👶, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡

⁉️Homeownership plays a crucial role in your financial planning. Clients frequently ask whether they should pay off their mortgage, sell their home, purchase an investment property, or downsize. The answers to these inquiries are contingent upon your unique circumstances and the financial plan we've developed together. Please feel free to call or email our office to discuss your individual situation.

☎️ (707) 526-1203
📩 [email protected]



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

06/04/2026

💲THRIFTY THURSDAY TIPS 💲

Looking for the ultimate budget-friendly weeknight plan? The local night markets have you covered! 🛍️🌙 Here are just a few local opportunies for live entertainment, vibrant community energy, and local art installations without spending a single dime on admission. 🎸🎨
👇 Where is your favorite local night market? Drop the location in the comments to help out your fellow thrifty neighbors! 👇

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Address


3035 Cleveland Avenue, Suite 206
Santa Rosa, CA
95403