While it is my job to guide clients through the wealth planning process, I have to admit that I was guilty of having a plan without having a good process in place. (We can get too busy serving clients to focus on ourselves.) I had created our plan two years ago and in that time, a lot changed -- we … Read more about Why the Process of Planning is More Valuable than the Plan
Are you inspired by savings goals? I’m not. A savings goal reminds me of all the things I am giving up so that I can save the money. That’s why it’s better to have financial goals that inspire you. Then, you can work from a place of passion and possibility.When have you achieved your goals in the … Read more about Creating financial goals that inspire you
Have you ever asked yourself, “How much is enough money?” It’s an interesting question, because when we really think about it, most Americans have enough money. Of course, it would be nice to have more, but most of us have enough.The obstacle for many people is that they want more (stuff, money, … Read more about The luxury of having enough money
Imagine that money never existed. What would your world look like?What would you be doing?Where would you live?What talents would you be using?How would you be contributing to society?Most people ask: “What can I do for money?” rather than: “What can money do for me?” For greater joy around money, … Read more about What can money do for you?
Money is a peculiar thing…it truly is. It has different meaning to each of us because we’ve all had different experiences around it. We learn from these experiences and use them to develop personal strategies for dealing or not dealing with money. Let’s review some super simple facts about money:It … Read more about Money is a peculiar thing….
As I have been talking to clients and prospects over the past few months, it has become clear that people are interested in why I became a financial advisor. So, I wanted to share that with you as well.Growing up, my family owned a concrete contracting business in Phoenix, AZ. When I was in my … Read more about Can money be joyful for you? It is for me!