Does the way you spend and give money represent you? Your Dreams? Money is meant to be a tool to support your Vision and Dreams. We are going to talk about having the way to spend money reflect your Vision and Drea...
How many times have you felt that someone used money as the excuse and it was not the reason? Then they respond money is personal or you feel money is personal so you do not ask a follow up question? We feel/say Mo...
Are You, Your Vision, and Your Values aligned with your money? Changing the Conversation from money to Vision.
Title description Do you talk about your Vision and Values then spend money and time on t...
Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the end of year or beginning of the new Year. What if you funded your IRA in the beginning of the year and/or prefu...
Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking the questions? We are going to talk about standing up for yourself and asking the questions.
What is your and your Family’s Vision for the Fall? What do you what to keep in your life from stay in place and what have you missed? How does your planning need to adjust and be flexible?
