Tag Archives: goals and dreams

How to Set SMART Goals for 2017

“If you don’t know where you are going, you will probably end up somewhere else.” – Lawrence J. Peter In the spirit of the New Year, our focus is to help you set goals in a way that gives you … Continue reading

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Pole Pole! A Lesson from Climbing Kilimanjaro

Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals that scare you and … Continue reading

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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

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Learning Creative Gratitude

Whenever the holidays come around, we are surrounded with the advice to “be grateful”, and “give to others”, etc. etc.  But how do we really go about living this way year-round?  The key is to transition from “reactive” to “creative” … Continue reading

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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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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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