When working with a qualified and experienced financial planner, you should have a partner who will be exceptionally well-positioned to diagnose a balance sheet. They can easily spot a gap […]
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The high price of “someday”
There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring […]
Continue readingThe shift from reactive to intentional wealth
There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When […]
Continue readingThe open hand
Have you ever thought about how gratitude could be a key part of your financial strategy? Ken Honda calls it “arigato money”, which we could call “thank you” money. When […]
Continue readingKeeping money in its place
We often look to our investment portfolios for ultimate security. We watch the markets, hoping the numbers will grow large enough to finally give us permission to exhale. This is […]
Continue readingInheritance without instruction
When families who have spent decades building a substantial financial foundation sit down to talk about money, a quiet, often unspoken anxiety usually surfaces. As they look to the future, […]
Continue readingWhy “enough” is not a Number
There is a subtle psychological trap that catches almost every successful person we meet. It is rarely discussed in financial textbooks, but it causes more anxiety than a market crash. […]
Continue readingAsking better questions
When we sit down to discuss finances, the natural instinct—is to get straight to work. We want to be productive. Because of this, the conversation almost always begins with a […]
Continue readingWhy your brain is working against your retirement
How are you feeling about your retirement plan? For many, this is a stress-filled question, leading them to avoid diving too deep! For others, they like to spend a lot […]
Continue readingWho contributes to your success
There is a persistent myth in modern culture about the “self-made” individual. We celebrate the singular entrepreneur, the disciplined saver, and the visionary leader. We are naturally drawn to stories […]
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