Founder
Without Purpose, money has no meaning. If your only goal is to increase your wealth, at some point it just becomes a number on a piece of paper.
Your guide and partner in building your great life, both now and in the future. Through an ongoing planning process, we partner with clients to offer guidance, education, and accountability to help financial plans to be implemented and life goals to be achieved.
Planning goes beyond investments and insurance to include advanced planning on taxes, retirement, asset protection, and anything necessary to help you achieve your goals. And because we don’t sell insurance or financial products, there are no conflicts of interest from commissions or other kickbacks.
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What do presidential elections mean for your portfolio?
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...