Financial Advisor Blog

Define Your Want List Now that you have identified a Vision for each Life Zone, it’s time to open the floodgates and unleash your creativity. Answer these three questions for each Life Zone: What do you want to own? What do you want to accomplish? Who do you want to be? Start with the first…

Everything starts with your Vision.  Your Vision is the foundation that supports everything that you do. Without a firm understanding of your Vision, you will have an unsteady structure that will eventually crumble. This exercise will help you create the perfect vision for your future by looking into the future and examining how you want…

We can choose to survive or to thrive.  We can choose a life of emptiness or a life of fulfillment. Where you are today doesn’t have to be where you are tomorrow. Your Financial Makeover must begin by igniting your drive to achieve your dreams. Unfortunately, we’ve forgotten how to have fun thinking about what…

The Importance of a Balanced Life In working with individuals and families from diverse backgrounds, I’ve discovered a universal truth. If you take time to step back from the details of your daily life and focus on the bigger picture, you will find that there is probably an area or two in your life that…

We’ve all heard the saying, “Money doesn’t buy happiness.” Well, it’s true—money doesn’t buy happiness and financial independence doesn’t guarantee happiness either. Personal income in the United States has almost tripled since 1956, but the number of Americans who claim to be “very happy” hasn’t increased—it has remained at about 30% year after year. Income…

Are you financially independent? Now that you know what financial independence is and why it is important, it is just as important to understand what it is not. Financial independence is not about being “rich.” To be rich, you only need to make or have a lot of money. This definition ignores a critical part…

Financial independence means different things to different people. To some, it means being able to pay the bills. For others, it means being able to eat out on a whim. Yet for some, it means being able to have three vacation homes and a yacht. I define financial independence as being able to support the…

The Importance of Financial Independence Financial independence is a phrase that gets tossed around too often and usually without any understanding of what it really means—often by salespeople on late night infomercials hocking “get rich quick” real estate schemes, home-based businesses, or investment trading programs. My goal is to take the mystery out of financial…

This is your wake-up call. Do you feel that you are maximizing your potential? Do you feel that you are living the life that you’ve always wanted? If you are financially frustrated, insecure, or just plain scared, you can feel financially secure and realize all of your dreams with a Financial Makeover. Do you agree…