Develop Financial Character

Becoming Satisfied: Building Up Credit

Woohoo! You are online applying for your first credit card; you can’t wait to receive that shiny new card in the mail so you can take yourself on a well-deserved shopping spree. But then…your application is declined. 

Becoming Celebrated: Spend Down and Income Planning

Have you ever heard someone talk about having their "number" for retirement? 

Becoming Noteworthy: Business Incorporation and Cashflow

Ever wonder why there are different types of businesses? Shouldn't everything just be a business or not a business?

Becoming Aware: What is a Fiduciary?

How many people have you seen online talking about money? 5, 10, 100?

Becoming Enlightened: Background Checks and Money

So, you landed a new job? Amazing! The last step is just to pass a background check and drug test - no problem.

Becoming Noteworthy: Group Benefits

As a business owner, it is thrilling and exciting to be off on your own! I can't even explain it fully, but when I opened up my own financial planning firm without anyone "over" me, there was actually a huge sense of relief. I could finally do things my way and earn whatever I was capable of.

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 [...]