Tag Archives: wealth

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

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

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

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

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

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

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

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

Debt – the Good, the Bad, and the Ugly, Part 2

“Debt–the Good, the Bad, and the Ugly” – Part 2 1. OK, if you have “bottomed out” on debt, if you are really ready to make a change, then your first move must be putting money into a savings account. … Continue reading

Posted in Bad & Ugly Debt | Tagged , , , , , , , , , , , , , | Leave a comment

The 8 Key Ingredients to Optimal Health

I recently listened to an interview with Kenny Aronoff that was incredibly enlightening. This may not be a house hold name for you (it definitely wasn’t someone I had heard of), but Kenny is one of the most sought after … Continue reading

Posted in 8 Keys to Optimal Health | Tagged , , , , , , , | Leave a comment

Creating Your Best Money Year Ever – Parts 2 & 3

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

Posted in Creating Your Best Money Year Ever – Part One, Creating Your Best Money Year Ever Parts 2 & 3 | Tagged , , , , , , , , , , , | Leave a comment

It’s Time To Review YOUR Debt Elimination Plan!

What’s that you say? — You don’t have a specific plan to know exactly when you’ll be debt free or a strategy to get debt free faster and easier? Here’s the problem… While most homeowners only go through the mortgage “borrowing” process … Continue reading

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

The Three Considerations for Making All Investment Decisions

The Three Considerations for Making All Investment Decisions   Over the past month we have been discussing the new location, location, location as it relates to your cash and cash flow. We have already broken down the different types of investing we … Continue reading

Posted in 3 Considerations for Making All Investment Decisions | Tagged , , , , , , , , , , | Leave a comment