Start With Your Core Values It doesn’t take a rocket scientist to figure out that we may find more meaningful success in our lives if our goals are in line with what truly matters to us the most. Are the goals you make and the tasks you commit to aligned with your Core Values? When [...]

Welcome to Your New Relationship with Money! Close your eyes, take a couple of deep breaths, and call light to yourself. See or feel, imagine, know, sense or even pretend that the light is all around you. This is the Light of enlightenment, the light that is often pictured by artists around the heads of [...]

I Just Sold An Investment Property. What, Exactly, Is The Difference Between a 1031 Exchange and a DST and Why Do I Care? By Eric Duncan If you are considering selling a highly appreciated investment property, you may be in search of strategies that will help you defer paying taxes on the gain of the [...]

The Meaning and Importance of Your Money Story We've all heard that our early life experiences are foundational and shape the way our brain develops. The way we grow, how happy we are, what our future health might be like, how we learn, and our sense of family and community are all programmed through early [...]

Why I became a financial planner: I was recently met with a list of interview questions by a potential client seeking a Certified Financial Planner™ professional to work with.  In addition to  being a couple after our hearts for their disciplined  vetting process, completing the two page document offered me just the pause and reflection [...]

Not Always a Nail Proper Uses of Insurance in Financial Planning To paraphrase a famous saying, “When you have a hammer, every problem looks like a nail.” Unfortunately, this isn’t just true in carpentry, but sometimes in the financial world as well. Everybody gets up in the morning and goes to work so they can [...]

“I Just Love Paying Extra Money to the IRS!” -said nobody ever. A few quarterly steps can save you some serious dough. Taxes. It’s one of the only two certainties in life. Everybody makes tax prepayments throughout the year. If you’re an employee and get paid on a W2, taxes are withheld from each of [...]

I always thought it was because they weren't listening to me. When clients aren't motivated to follow their Advisor’s recommendations it is because they aren't listening to THEMSELVES.  They are keeping their financial life, and as a result their financial plan, separate from who they really are and what really matters in their lives. They [...]

"How Do You Want To Feel?"  I've quoted the question asked by online spiritual mentor, Danielle LaPorte.  Her work is focused on asking ourselves how we want to feel and thoughtfully opens doors in our minds to explore what it is we really WANT in our lives so that we set "goals with soul". From [...]

Did you know that conscious thinking drives only 5% of your financial decision making? Over the years of working through financial pivots with our clients, we’ve learned NOT to assume that our client’s decisions are being made based on rational thought.  You may be shocked to find out that thinking through big financial decisions may [...]