(888) 234-7982

Pet Sounds

Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...

Downsizing

Following a birthday sleepover for my oldest daughter last week, my wife and I were out for an early morning walk in search of some peace, quiet and a good cup of coffee.  Reflecting on the fact that we now have a teenager in the house, talk turned to our home.  While...

Letting the Days Go By

The song Once in a Lifetime sums up the way I believe many people feel when they get to a certain point in their lives.  Time has passed, they made decisions – or avoided making them – and they find themselves living a life they aren’t so sure about.  Or as Talking...

The $37,000 Latte

(from Seth Godin’s blog dated January 30, 2019.  Click here for the original post.  Seth is the author of more than 18 books that have been bestsellers all over the world.  He writes about the post-industrial revolution, the way ideas spread, marketing, quitting,...