Do You Need Balance in Your Life?

With all of the responsibilities, obstacles, and goals life hands us, it gets tough keeping everything together. You could easily find yourself stressed out when you have too much on your plate and wondering how to handle it all. Being out of balance does more than cause stress, it diminishes productivity and success. By adapting the habits of well-balanced people, you open new doors which

How to Simplify Your Investments and Have Confidence

There isn’t a morning I wake up that I don’t think about the responsibility on my shoulders that comes with managing over $200 million of my clients’ money. Whenever I sit through a new presentation from an investment manager or hear the latest and greatest ideas from industry professionals, I ask myself, “Will implementing this idea add value to my client’s situations or is it just noise that

You CAN Transform Your Life When You Spend Time Instead of Money

Yes, you have the power to transform your life and be free from the burden of finances. I’ve seen it firsthand so many times in working with clients from all walks of life. What would it feel like to experience the joy of not having to worry? What would it be like to have cash in the bank, investments that are earning you money, and confidence that you are on-track to reach your goals? The

Overcoming Financial Anxiety

No one needs stress in their life. But money is often the number one stressor that leads to depression and anxiety. In my 15 years as a financial advisor, it never ceases to amaze me how my daily conversations with clients can be so emotional because money is the primary tool that allows us to function in life. Virtually no life decision can be made without giving at least some thought to

Integrate Life Into Your Today

Let’s just face it, sometimes it is just what it is. I’m a wife first. A mom second. And a business owner third. And I don’t always get a hot second to spend on myself. True, we have complete control over the great majority of our circumstances, but sometimes elements of the life we have now are unchangeable - at least for the time being.  I don’t want to change anything about life today

Women CPAs Work Their Assets Off

[youtube https://www.youtube.com/watch?v=7EflpqpJY-Q&w=560&h=315]

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