Tag Archives: planning

Q1 Assessment Time

Posted on March 28, 2017 by Trevor Hammond

Well, it’s arrived.  The end of Q1 2017.  Remember back a few months ago?  Remember how excited you were to kick off the New Year?  All the goals and aspirations you wrote down?  The anticipation of what was to come … Continue reading →

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Helping Your Child Set Up a Budget

Posted on February 6, 2017 by Trevor Hammond

Nobody really likes the big “B” word…budget. Budgeting isn’t typically fun, and many adults struggle with budgeting. Unfortunately, our children will learn a lot about money from us, so if we aren’t good at budgeting and handling our personal finances … Continue reading →

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How to Set SMART Goals for 2017

Posted on January 23, 2017 by Trevor Hammond

“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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How to Prioritize Your Cash Flow

Posted on January 9, 2017 by Trevor Hammond

Over the past several weeks, I have been discussing the need to save more and commit to a better financial future for you and your family.  This week I thought I would get a bit more tactical since the last … Continue reading →

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How to Start Off 2017 Financially Clear and Confident

Posted on January 3, 2017 by Trevor Hammond

Welcome to 2017! If you are like many, you have come up with some New Year’s Resolutions, or goals, for the New Year. For most, money is at the heart of these annual goals, since they involve either spending money, … Continue reading →

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What Do You Have to Show For It?

Posted on December 19, 2016 by Trevor Hammond

Last week I shared a recent article that shed a light on just how little most American’s have saved for their future. I also shared an exercise I had attendees of a financial independence class I used to teach in … Continue reading →

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2017 Planning – Begin With the End in Mind

Posted on November 8, 2016 by Trevor Hammond

Fast forward in time to December 2017. Imagine yourself sitting alone in your favorite thinking spot. Looking back over the previous 11 months, what HAS to have happened for you to be happy with your progress in 2017? We’ve all … Continue reading →

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The Fourth Step in Borrowing SMART

Posted on October 24, 2016 by Trevor Hammond

Once you have determined how much is available to you for borrowing on a mortgage (The Third Step in Borrowing Smart), the more critical step is now figuring out how much SHOULD you borrow. The fourth step to borrowing SMART is: … Continue reading →

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Boost Your Confidence – It Means Everything

Posted on July 13, 2015 by Trevor Hammond

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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Creating Your Best Money Year Ever – Parts 2 & 3

Posted on December 1, 2014 by Trevor Hammond

Creating Your Best Money Year Ever – Parts Two & Three Last week we reviewed the 3-step path to greater financial success: Your “M” Vision, “M” Goals, and then “M” Habits (“M” short for “Money”). You were instructed to complete … Continue reading →

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