Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
How To Achieve Financial Fulfillment
What comes to mind when you hear the word fulfill? Phrases like “to achieve,” “to carry out,” “to realize,” or “to put into effect” stand out, right? I always think about living out a dream, or finally achieving a goal that I’ve set for myself. The type of fulfillment I want to talk about today is financial fulfillment. Why? Because this, in essence, is when you are able to live your best financial life.
The Truth About Your Income
There is an increasing number of ways to be compensated for what we do, and it’s key to know how you are being paid, when, and why. Money isn’t everything, as they say, and they are absolutely right.
8 Investment Strategy Mistakes to Avoid
When was the last time you truly forgave someone? I’m talking about a time when someone did wrong to you with no explanation — leaving you bewildered as to why you were treated that way. And, unfortunately, you had no real recourse, except to pick yourself up and move on. But before you could truly do that, you had to forgive that person.
Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes
A friend recently told me that all he wants to know about his finances is how much money he needs before retiring. He doesn’t care about understanding his spending—or even looking at it! He knows his spending is high today, but he believes he can reduce it at any time, and the best time seems to be retirement. This mindset will not lead you on the path to financial success.
In Your Spending, Target Only Things You Can Actually Control
We are too good at beating ourselves up and in our finances that happens most with our spending. While I love knowing what your spending is, be careful not to be too critical too quickly.
Work Your Finances Consistently, Even If Gradually
Just like exercise, a little bit of financial health is much better than none. Finances can be overwhelming when we try to think of all areas at once. We know it is important to have all areas of our financial lives working together, but it is simply too scary to do it all at once.
Get to Clarity, Control & Intention
What is Financial Planning? I like to think about it in a very simple way. You need to have clarity in your finances before you can have control. Once you have control, you can be very intentional.