How Dave and Kim Found Financial Freedom While Enjoying Life
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
How to Define Your Retirement Goals Like John
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
Balancing Mortgage Payments and Investments
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
The Power of Compounding: Building Wealth After 50
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
How Joan Mastered Financial Independence After Divorce
Joan’s journey exemplifies the transformative power of personalized financial planning. What can we do in just 1 meeting?
Mustang Sally & Goldfinger’s Retirement Strategy
Learn how Mustang Sally & Goldfinger, retired educators, optimized their retirement income and secured their legacy. Even though they “won the game” is there still more they can do?
Is Cash Really King?
Discover new strategies challenging ‘cash is king’ way of thinking.
Am I Stuck in My Mortgage?
Meet Johnny and June, a couple in their mid-50s facing tough decisions about their home due to an unbeatable mortgage rate. Are they stuck?
A Financial Turnaround Story
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
Your Income Protection Plan
A successful couple face a crucial financial concern regarding protecting their income in case of unexpected disruptions.
Planning for the What-Ifs
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
Navigating 2023’s Market Volatility
How can you ensure your financial plan stays resilient in the face of unpredictable market swings?