Tag Archives: developing a plan

‘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 , , , , , , , , , , , | Leave a comment

How to Prioritize Your Cash Flow

When it comes to planning your mortgage, the first mistake people make is not realizing that the real discussion must first be about money.  More specifically, cash flow.  “We live lives of cash flow,” is something I say nearly daily … Continue reading

Posted in Blind Spot 3: Storing Money Efficiently, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

A Fable About Refinancing

Diane walked into the house, setting down her things in the kitchen after a long day at work.  “Did you hear that rates have dropped?  Should we be looking into refinancing?” Her husband Jack replied, “Yes, I did.  Some people … Continue reading

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Tagged , , , , , , , | Leave a comment

Stop Being Busy and Be Present

If you are familiar with even some business development concepts, you may have heard people discuss the difference between being busy and being productive.  It can be described as doing lots of things versus doing fewer of the right things. … Continue reading

Posted in Uncategorized | Tagged , , , | Leave a comment

The 3 Reasons Budgets Fail (and How to Help Your Children Succeed)

Each month we will continue to dedicate an article to helping parents raise financially responsible children.  Here are links to some previous posts: ; Kids & Money – FAQ  and Kids & Money – What is Your Child’s Financial Personality Type … Continue reading

Posted in Blind Spot 2: Increasing Fiscal Literacy, Uncategorized | Tagged , , , , , , , , | Leave a comment

The Art of Money: The Three Options With Every Dollar

With every dollar you have, there are only three things you can do with it:      1. Spend it      2. Save it      3. Pay down Debt with it This applies to really any amount of money … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

The 3-Legged Stool

  Whenever I am conducting a consultation with a new home buyer, I like to introduce what I call, the “3-Legged Stool”.  This becomes a crucial thinking tool for making smart home buying and investment decisions as it relates to … Continue reading

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

What Was 2015 All About?

What Was 2015 All About? If you had to sum up your year, what words would you use to describe 2015?  And how will you use what you learned in 2015 to make 2016 even better? For me, the first … Continue reading

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Tagged , , , , , | Leave a comment

2016 Is Your Year!

Creating Your Best Money Year Ever in 2016. One of the primary reasons many people do not achieve financial success is they have never stopped to define what it is that a “successful” financial picture looks like for them.  In … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently | Tagged , , , , , , , , , , | Leave a comment

What Books Will You Read in 2016?

For many years I have based personal and business decisions on this philosophy: “Who you are ten years from now will be a result of the books you read and the people you spend time with.” This quote is an … Continue reading

Posted in Leadership, Uncategorized | Tagged , , , , , | Leave a comment