5 Expert Tips to Help You Retire

Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m

4 Tips on Finding Your Path and Purpose

I remember an adult once telling me when I was young that I needed to try different things in order to figure out what I wanted to be when I grew up. I remember thinking, “How could I possibly just fall into something I love by chance? Into something I’m meant to become? Is it perhaps a bit more predestined than that?”

Four Ways to Get Ahead in the New Year

Let's look at how you can get ahead in 2017 by focusing on short, bite-sized goals that are easy to meet. Here are four things you can knock out today to set yourself up for financial success this year:

Where does your staircase lead?

Where does your staircase lead?  What do you want next in your life?  What goals are you setting physically, professionally, personally?

Seeing Better Results - {Part 2}

Part 3 of this series will be online Monday, January 25th.

Deciding Where to Focus in Your Business

I’ll never forget the one, gut-wrenching moment when a business mentor called me out on everything great we were doing at our firm. “Valerie, you keep telling me all the things you guys are but what I’m not hearing is who are you not?” It hit me like a bullet between the eyes! He was right! In fact, he was so right that there hasn’t been a day that’s gone by since where his words haven’t

5 Tips for Winning at New Year's Resolutions

Just yesterday when chatting about turning the page to 2016 a friend said to me, “I can’t believe it’s been a whole year since I didn’t become a better person!”

I Smell Results

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