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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.

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.

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.

Optimize Your Finances For YOU, Not Your Neighbors

Optimize Your Finances For YOU, Not Your Neighbors

The things you do and buy that do not follow your friends and neighbors are more likely to reflect your true values and purpose in life. And that’s what we want your money to do.