Perfectionism is both a blessing and a curse. Money is only one measure of wealth. To build wealth as a perfectionist, you need a slightly different set of tools than everyone else.Read More
Uttering the words “in health” is simple. “In sickness” is far more difficult when you must prove yourself with actions, not words. Sickness is not confined to physical ailments; it can take many forms.Read More
When your time on earth is done, what do you want to be remembered for?
This is a big question. And yet, it’s the reason why we’re here … Living. Breathing. Growing. Helping. Changing. Transforming.
Our work is not done. By work, I don’t mean your day job. I’m referring to your higher-level purpose: How are you positively leading, influencing, or helping others?Read More
I’ll never forget the time I stepped down from a junior board position. It was a difficult decision because I supported the charity’s pro-life mission. Yet fundraising wasn’t my area of genius, and my time was better spent with family. Have you ever stepped away from a meaningful cause, instead opting to financially support the mission?Read More
Numbers can change. The stock market moves up and down. You may be in a high-paying career now but could end up in a lower-paying profession (or vice versa). Instead, focus on things within your control and begin with your mindset.Read More
Do you ever struggle with the idea of stewardship? Are you ever concerned about responsibly using the financial resources God has entrusted to you? You most likely struggle because you know Jesus died for our sins, and you want your actions to serve him. You want to live generously and in alignment with the plan God has for your life.Read More
There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”Read More