“an observation from a client meeting today: when we look at our dreams, goals, and authentic life first through the lens of finance, we limit what we believe is possible and, ultimately what IS possible. we need to shift to examining these first through our heart, energy, and excitement where anything is possible and then running it through the finances. there’s no guarantee that everything will fit into the financial plan, but dreams, goals, and authentic life might be closer than you...

I go back and forth about how well I want to set the boys up financially when they are older. As of right now, I’d like to be able to gift them a significant amount of money when they are in their 30s, assuming they continue to have good heads on their shoulders and are doing well independently. I’d like to gift them money at that stage of their lives because I am hopeful that what I live and talk about rubs off on them, that they have a good understanding of who they are, what they value the...

Does what you say you care about match up with your actions? There are two places you can check how aligned you are with what you say you value the most: Your bank account Your calendar Neither will lie. We often lie to ourselves or have good intentions of prioritizing certain things but don’t always follow through with the intention. As you progress toward and evolve with your authentic life, periodically check your bank account and calendar to see if your money and time align with the life...