Personal Growth
Articles from our nationally recognized, weekly blog.

2 Questions to Ask Yourself Before Making a Purchase
2 Questions to Ask Yourself Before Making a Purchase

The Practice of Life
The Practice of Life – no one can be a master at life, it’s something we continually practice at to improve upon.


Rich Vs Wealthy (The Most Zeros)
Rich vs Wealthy { The Most Zeros} – the difference between being rich and wealthy is where you keep the most zeros.

You, Yes You – You Freaking Made It!
Guess what – You freaking made it! You hung in there and made it to the end of a rough year, celebrate!

What I Learned in 2022 (Annual Edition)
What I learned in 2022 – lessons from a financial planner about finances and life!


Money = Money (Does Money Make You Happier?)
Does money make you happier? Or is money just money? Here’s our experience, from working with people across the spectrum of incomes.

When a Dream Becomes a Goal (And a Goal Becomes a Reality)
When a Dream Becomes a Goal – How can you turn your dreams into goals, and your goals into reality?

The Great Change! (Is Covid Leading to Life Changes?)
We’re witnessing something that I’m calling “The Great Change” – I believe Covid is leading people to change up their lives in pursuit of happiness.

2 Questions to Ask Yourself Before Making a Purchase
2 Questions to Ask Yourself Before Making a Purchase

The Practice of Life
The Practice of Life – no one can be a master at life, it’s something we continually practice at to improve upon.


Rich Vs Wealthy (The Most Zeros)
Rich vs Wealthy { The Most Zeros} – the difference between being rich and wealthy is where you keep the most zeros.

You, Yes You – You Freaking Made It!
Guess what – You freaking made it! You hung in there and made it to the end of a rough year, celebrate!

What I Learned in 2022 (Annual Edition)
What I learned in 2022 – lessons from a financial planner about finances and life!


Money = Money (Does Money Make You Happier?)
Does money make you happier? Or is money just money? Here’s our experience, from working with people across the spectrum of incomes.

When a Dream Becomes a Goal (And a Goal Becomes a Reality)
When a Dream Becomes a Goal – How can you turn your dreams into goals, and your goals into reality?

The Great Change! (Is Covid Leading to Life Changes?)
We’re witnessing something that I’m calling “The Great Change” – I believe Covid is leading people to change up their lives in pursuit of happiness.