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Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

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Guns vs. Butter

Guns vs. Butter

We have limited resources, be they friends, family, money, skills, experience, or whatever. There is nothing we have that is without limit. The key to finding your own financial happiness is allocating your resources appropriately.

Keep Your Spending Categories Manageable

Keep Your Spending Categories Manageable

When thinking about your spending, be sure to lump expenses together to save yourself from being overwhelmed by the number of categories or buckets you have.

In Your Spending, Target Only Things You Can Actually Control

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.

Create a Spending Plan

Create a Spending Plan

If you want to do everything you want in life and then die with a dollar in your bank account or whatever amount you want to leave your kids, there is a simple equation.

Match Your Spending with Your Values

Match Your Spending with Your Values

There is a lot of talk these days about aligning your investments with your values. But what about your spending? We are hard wired, it seems, to pay little to no attention to our spending.

Focus on Cash Flow Over Your Entire Life

Focus on Cash Flow Over Your Entire Life

If your goal is to do everything you want in life and die with at least a dollar in your bank account, or whatever amount you want to leave to your kids, then there is a simple equation that will tell you if you are on the right track.