Transform your wealth or time into something that helps millions or even just one person.
Read MoreInspired Giving Tree
Setting Intentions
What is Financial Joy?
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 MoreSet 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 MoreBudgeting: Balancing Inflows and Outflows
Cash flow allocation is often glossed over, but it’s critical to your financial success. Holding yourself accountable to how you choose to spend your money takes time and effort. But the process can be very revealing.
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