College Planning

Why It Pays to Imagine the Worst

I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

How Do You Do That? - Money Ideas No One Thinks Possible

As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the families we work with only need to focus on one thing—living Life on purpose!

Planning All Alone

When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

An Unexpected College Planning Tool

The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Surprising Reasons to Be Proactive Towards College Planning

When it comes to funding college education there is not a one size fits all formula. Planning early for college can be life changing. Not only are there possibilities to graduate with a thriving sense of purpose, but also better health and increased financial security. When paired with the college education, stepping stones are created for a successful future.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

Worried About College Savings?

Don’t
worry…you’re not the only one. Whether you’re planning for college in the very
near future or in the not so near future, you probably have concerns…and why
shouldn’t you?
Today I would like to address these concerns and
offer some alternative planning strategies that just might...