Tag Archives: developing a plan

Are You Playing the Net Worth Game?

Too many people are playing the wrong game with money. I have devoted my career to helping home buyers and homeowners make smarter financial decisions to achieve their short and long-term goals.  I’ve become a student of cash flow and … Continue reading

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Inspiration for Motivation

Sometimes we need some motivation.  There are times we are too caught up in the minutia of our day-to-day work and lives that we forget to be excited about the opportunities around us.  I make it a point to attend … Continue reading

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Finishing 2015 Financially Strong

We are in the fourth quarter!  In less than two short months we will be welcoming in 2016 and setting those ever popular New Year’s Resolutions.  For many people, money is at the heart of these annual goals, since many … Continue reading

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A Quiz to Help You Make SMART Borrowing Decisions

Making the right borrowing decisions when it comes to getting a new mortgage is critical.  As we teach every day when meeting with homeowners and new home buyers, how you handle the financing of your home impacts virtually every other … Continue reading

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The Future Is So Bright

I know what you’re thinking…Timbuk 3’s hit song in the 1980’s, The Future’s So Bright, I Gotta Wear Shades.  Yes, I did listen to that song recently on a road trip, with my kids laughing at the ridiculousness of the … Continue reading

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The House versus Home Conversation

One of our favorite discussions to have with new clients is what we call “House versus Home”. It goes like this: “When you hear the word ‘home’, what words comes to mind?” Clients typically pause for a minute before beginning … Continue reading

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What if Life Started Tomorrow?

Imagine if everything up to this point in your life was simply “practice”?   Those mistakes with money were merely stepping stones in helping you learn how to play the game of life correctly once it started.   That business venture that … Continue reading

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The Story of the Magic Penny

If you had the choice between taking $3,000,000 in cold hard cash right  now, or a single penny that doubles in value every single day for 31 days, which would you choose? If you’ve heard this story before, you already know that … Continue reading

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Boost Your Confidence – It Means Everything

One of the biggest breakthroughs I have personally had in recent years is realizing how important confidence is. I have come to believe that confidence is the key to just about everything, both personally and professionally. In sales, the confidence … Continue reading

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Assessing Your First Half of 2015

It’s July! My family and I had an amazing time celebrating the 4th of July with friends and watching the parade through downtown Lake Oswego. We finished the evening out on a boat in the middle of the lake, enjoying … Continue reading

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