Our theme this week is one of my favorite topics (just ask Allyson) – control. We all succumb, at least in part, to the delusion that we are in control, self-directed and independent. The delusion of control is especially prevalent in investment management but...
“Ignore your teeth and they’ll go away.” ~ Unknown. The same thing goes with your money. But if you’re going to pay attention (to anything), some methods or strategies work better than others. After all, spending ALL your time on your money...
The Tree of Wealth Video Explains the Evolution of Wealth Health This is the Tree of Wealth. Everyone has one and everyone’s tree is different. On this tree are fruits. The fruits on your Tree of Wealth are the hopeful fruits of your labor – what you want...
“Should I lock in my mortgage rate now … or wait?” It always seems I have a client or two who are in the midst of refinancing their home mortgage. From time to time (like now), someone I work with is even lucky enough to be going through the...
There are lots of moving parts to your personal finances, but taking control of your money isn’t complicated. All you need to focus on are these Wealth Health BASICS (an acronym for the six primary principles of good Wealth Health). Embrace these and you...
Back in 2002 I decided I wanted to be a financial planner. I was doing business coaching at the time (and still have several great biz coaching clients) and could see that financial planning was something my business owner clients really needed. I began my studies for...
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