The Blueprint for Financial Success is a powerful tool designed to simplify the planning process while helping you connect your financial decisions with your vision, values, and purpose.
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Money Study Group is an online self-study self-paced course designed to help students create a compelling financial plan while learning how to become a millionaire by age 50.
Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
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Market Crash Newsflash During times of market volatility, my inbox is full of emails with dramatic headlines designed to grab my attention and get me to click. Emails like this one… “Jerome Powell and the Fed have started crashing the markets and things are about to get very, very bad. In fact, the last time
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Just Found Out I’m Dying… Now What? When Sam and Sandy got the bad news from Sam’s doctor… He has cancer, and, even with the newest and most aggressive treatments, the survival rate is less than 5%. Sam knows it’s very likely that he will not survive for long. His thoughts have turned to Sandy
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Family Business Planning Checklist: Retirement Plans Your family business has many options when establishing retirement plans. Several key factors, specific to each family’s unique business situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart.
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Mortgage Refinance Flowchart can help you help your client make a wise decision about whether or not to consider a Mortgage Refinance now or in the future.
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About Battery Electric Cars Electric cars or battery electric cars are automobiles that are propelled by one or more electric motors, using energy stored in [lithium] batteries. Compared to our old friend the “ICE” or internal combustion engine vehicles, battery electric cars are quieter, have no exhaust emissions, and lower emissions overall. In the United
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Downside Protection Upside Participation With markets continuing to climb Financial Advisors are looking for new ways to protect our clients from downside risk but also participate in the upside. A dual directional note does that. I have highlighted how this kind of note works below. feel free to reach out to me with any questions
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Make Your Money Count What Leaders Say This very useful book beautifully demonstrates the “Law of the Harvest.” It is only through planning and preparing financially that you can free yourself from the worry, fear and regret that accompany a drought. By proactively choosing to leave a legacy of faith, love and financial freedom, you
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