Develop Financial Character

Becoming Noteworthy: Profit First Planning

Hey business owners! This one is for you!

Becoming Dynamic: Retirement Planning Find Your Number

We just celebrated St Patrick's Day, and I wanted to talk about the "Gold at the end of the Rainbow" Retirement.

Becoming Investment Savvy: Investments 101

One of the most frequent questions I hear is "How do I start investing?"

Becoming Fulfilled: Major Purchase Planning

A major part of our lives is striving towards fulfillment. Some would argue that is what life is about. Self-actualization and attaining one's highest potential. In the US, much of our lives revolve around major milestones that cost a significant amount of money. Typically they are financed or leveraged because we don't [...]

Becoming a Doer: Money & Procrastination

The word procrastinate comes from Latin word Pro {Forward} + Crastinus {Belonging to Tomorrow}. So, when we say we have trouble procrastinating it means that we tell ourselves that we'll do it tomorrow or some other magical time when we have the time, energy, or money. When it comes to money and financial planning, I've [...]

Becoming Efficient: Tax Strategies

What do you think of when you hear the word "taxes"? Some people think it's theft! Some people think they are needed for the US to thrive as a nation, and they think people who make more money should pay the most taxes. From what I've found with our clients, most people think of taxes as a necessary nuisance.

Becoming Empowered: Building a Realistic Budget - The Flex | Flow Way

 

Becoming One: Money and Relationships

Money is one of those things we don't like to talk about. People can feel embarrassed or ashamed because they feel like they don't have enough, or because they don't know enough about it. One of the biggest issues with money is with intimate relationships. We've all heard that money is the number one reason for divorce.

Becoming: A Cash-Flow Pro

Be honest – when you hear this question, what is the first answer that pops into your head?

Becoming Celebrated: Estate Planning

We hope you had a happy Martin Luther King Jr day! What a legacy he has. He will forever be remembered for his values and principles. He made a profound impact on the United States and world!