August 19, 2019
When Debt Makes Sense Depending on the situation, incurring debt can be used to your advantage. In today’s video, we share a couple of stories to […]
August 12, 2019
Good Disruptions! Disruptions happen every day, in good ways and bad. With the bad, you might feel upset, sad, angry, or confused. Instead, breathe and approach […]
August 5, 2019
What Will Happen To Your Business? You’re ready to retire and your business can’t come with you. Who do you decide to hire to uphold your […]
July 30, 2019
How To Ease Financial Transitions Planning your estate can be one of the most difficult conversations you’ll need to have, but it is a conversation that […]
July 22, 2019
Take Control Of Your Finances Our five-step financial planning process is based on your ideal lifestyle, effective communication, and tangible results. We encompass your current situation […]
July 15, 2019
Do you currently know what your advisor’s fees are? Unlike some financial advisors, we pride ourselves around our transparent fees and services so you are confident […]
July 3, 2019
Step 5: Monitoring Your Long-Term Success In the final step of our video series, we explain how we help you monitor your financial plan progress and […]
June 26, 2019
Step 4: Building Your “Self-Financing” Program This 4-minute video explains how we can help you develop your own “self-financing” program that will place you in maximum […]
June 21, 2019
Step 3: Putting Together Your Financial Roadmap Your financial roadmap should be strategic and intentional. Your financial roadmap is what guides your goals, behaviors, and actions […]
June 14, 2019
Step 2: Reviewing Your Current Situation Before we find a solution, we have to find the problem. We do this, first, by reviewing your current financial […]