Keeping Your Attention on Your Business Finances

magnifying glass zoomed in on a graph

If you have ever been to the mall with a toddler, you know they require constant attention. The moment you take your attention off the child to look at some clothes or thumb through a magazine, there is a good chance they could be 100 yards away petting a stuffed animal or roaming around near […]

Eliminating Debt: 4 Action Steps

After meeting with over 200 families, it’s been my experience that one of the primary concerns most private practice owners articulate as being THE barrier to their financial freedom is having too much debt. During the delivery of a financial plan, one of my most enjoyable moments is when we review and analyze eliminating their […]

Will That Be Cash or Charge?

Man cutting a credit card in half

In our current society it is common practice to use credit to pay for our daily life activities. Whether this is in the form of a credit card, a line of credit or a loan, it all falls into the same category: DEBT! Using credit to pay for things can sure make life easier—you don’t […]