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We regularly keep updating the content on this page and hope you find these posts useful and informative.

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The 10 most common mistakes people are making with money

How confident are you that you’ve made all the right financial decisions? We often get asked what the mistakes people are making so our client’s can self-correct. Afterall, learning from other people’s failure is the best way to learn. So here are the Top 10 Mistakes people make with their finances

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4 Steps to Living a Life of Intention

Living with intention means being deliberate with how we create our lives. It’s about first and foremost knowing what’s important to us and always keeping that in the forefront of our minds when we choose how we want to spend our time, our money, and our talents. Throughout our lives, we will undoubtedly have experiences that will take us off track and set us back from reaching our goals. However, if we are intentional about how we want to live our lives, it’s easier to refocus our efforts and recommit to what’s important. Find out How to be intentional with your life...

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4 Steps to Build a Gritty Family

Grit is an indelible trait that will help you achieve that best possible future for you and your family Grit can be learned over time. There are many similarities with developing grit and sound financial planning

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Tricking Your Brain through S.M.A.R.T Goals

Human's are wired to think short term. We don't do long term planning. Because we know we are predisposed to failure when it comes to goal setting, we must be S.M.A.R.T. and deliberate in the implementation of our financial objectives. In effect, we trick our brains to achieve our financial success. S.M.A.R.T. goals help us overcome our own bias.

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Why I Became a Financial Advisor

Through the struggles of caring for a medically fragile child, I was forced to learn how to navigate the complexities of coordinating insurance, government benefits, and the many financial pressures facing parents of children with disabilities. I learned that I had a talent in this field and I had a passion for solving these tough problems. It was that passion that would eventually lead to my pursuit of a financial planning career where I could continue serving others while capitalizing on my many experiences.

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