We have all had experiences where we have invested in things, but they just didn’t quite pan out like we thought they would. I know I have had lots of them. Yet, they work ...

Someday when… Is philanthropy something on your list to do… someday? Or maybe your dream is “I’ll take that amazing vacation… someday”. I know for myself, ...

When it comes to wealth building, the Balance Sheet is King! This is where we track the Assets, Liabilities, and Equity of your wealth. In my experience, this is the least ...

When I am able to get to this point in a conversation with a client it is really interesting how often there is a huge pause. Most of us are so busy taking care of today that ...

Do you have or need an exit strategy for your business? You may be wondering why I am asking you to think about an exit strategy. The most successful businesses begin with the end ...

I love Jazz and I love money!  For me they both make music and they both make me happy! Music is one of those things that touch our hearts in many different ways.  One form of ...

I’m embarrassed… This is a statement I hear often.  It doesn’t matter whether you are a multi 7 figure business owner or a 6 figure business owner.  It ...

Money is one of the least taught subjects and the least talked about subjects. The reason for this is most of us have so much emotion around money that it just isn’t ...

When you are planning to take on a new goal or a new activity how do you go about it? Are you a lone ranger who likes to figure everything out on your own?  Or do you go in ...

One of the greatest gifts my Mom gave me was the understanding of how valuable education is. In my profession one of the things I am very clear on is how little education is ...