Tag Archives: wealth

The New Location, Location, Location

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The #2 Mistake Home Buyers Make

If you missed the #1 mistake home buyers keep making, catch up here: The #1 Mistake

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The #1 Mistake Home Buyers Make

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Understanding the 3 sided balance sheet

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The Lesson of the Wishing Well

Your energy, time, and resources are limited.  How you choose to spend these are completely up to you. That being said, you must learn to avoid the most common trap of the wishing well:  The WISHING WELL is 25 holes, … 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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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 your … Continue reading

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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

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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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