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Category Archives: Blind Spot 4: Building a Wealth Team
‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion of mine … Continue reading
Posted in Avoiding the First Financial Blind Spot, Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team, Borrow Smart, Repay Smart, Creating Your Best Money Year Ever, life, money, planning
Tagged blind spots, borrow smart repay smart, budgeting, Creating Wealth, debt management, developing a plan, finances, financial future, financial planning, goals and dreams, increasing fiscal literacy, saving money
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A Common Tax Question for Homeowners
Tax time is upon us. Our goal is to help you minimize taxes, and maximize savings, so here is just one of the common questions we hear homeowners asking: Question: I refinanced my principal home last year and paid points. What … Continue reading
Blind Spot #4: Lack of a Wealth Team
Who do you have in your life to help you make important money decisions every month or every year to help you build wealth for your future to enjoy more money less stress and more life? We need a solid … Continue reading
Welcome to the 4 “Blind Spots” blog
People often ask us what makes us “different” from other mortgage lenders. What is it that makes getting a mortgage or advice from us any different than from anywhere else? The answer has become simple: Because of our “WHY”. The 4 “blind … Continue reading