Category: Uncategorized

Should My Financial Advisor Also Be a Life Coach?

There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future. Read more

Struggling with Financial Decisions? Meditation Might be the Answer

“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”
― Viktor E. Frankl

Most people wouldn’t think to connect meditation with financial decisions. Read more

Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor

How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by marbles? Let me share my inspiration for this strategy and how you can use it to find a trustworthy financial advisor. Read more