Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
Spend With Joy
How can we find joy in our spending? When we know it aligns with our values and goals. This sounds simple but is not so easy to do in real life. First, we don’t often think about our values. Things like good health, caring for family, or securing a thriving future do not come to mind as we browse online or stand in the grocery store.
How To Define What You Want Out Of Life
If I were to ask you what your goals are for your life, would you be able to answer? Or, would it evoke a sense of overwhelm or fear that you won’t be able to achieve or accomplish everything you want to in life? That you can’t or won’t do “enough.”
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
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
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
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.