Posts in Personal Finances

Why I Do What I Do

July 26th, 2017 Posted by Personal Finances 0 thoughts on “Why I Do What I Do”
This is a bit of a different type of post.
I simply am overwhelmed with the success I get to be a part of when people improve or enhance their financial position.
I have been coaching really ever since I had employees in my business that I started 25+ years ago. As many of you know, I really had a desire and passion to work one on one with folks as opposed to the daily rigors of running a 10-person business.


Look Before You Leap!

July 26th, 2017 Posted by Personal Finances 0 thoughts on “Look Before You Leap!”

Look before you leap is a common saying that simply means think carefully about what you are about to do before you do it.

Sometimes we rush into financial decisions without weighing all of the outcomes. (more…)

Operate or Co-Operate?

February 9th, 2017 Posted by Personal Finances 0 thoughts on “Operate or Co-Operate?”

“I will be with you.” That’s the simplest, shortest explanation of the two points that I deal with as I visit with couples and individuals all over the world!

Point 1

First as couples you must say to each other, “I will be with you” when it comes to your financial journey.

Financial organization and decision making is HARD! You’ll have several million dollars passing through your bank accounts during your lifetime.  There’s no way one spouse should be expected to handle that responsibility.

Are you operating as individuals or co-operating as a team? (more…)