Financial Joy starts with intention – Every time I think about money, I think about intention. If you don’t know what your objective is, you can’t measure your progress.
Read MoreWhat is Financial Joy?
Setting Intentions
Set Your Goals
Let’s take a moment to look at some typical goals by age to get you thinking about your own situation.
Read MoreThe Value of Working with a Human Financial Advisor
Financial planning is a creative, iterative process. An essential part of this process is one human being talking to another human being who is trained in listening and idea generation. This is so much more than just mathematical formulas.
Read MoreWhat’s a Donor Advised Fund?
Most of us have been giving as we can over our lifetimes. But as we build our own financial security, many people are looking for how to take giving to the next level. Enter the donor advised fund.
Read MoreInspired Giving Tree
Transform your wealth or time into something that helps millions or even just one person.
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