What was the Price of Today? Who Paid?

I was driving through the Columbia River Gorge towards Portland, Oregon and it struck me once again, as it often does, that life is beautiful! You know what else is beautiful? Freedom. Freedom equals choices, choices equal action, action equals opportunity, opportunity equals luck, luck equals fortune, fortune equals advantage, and advantage equals living your […]

What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few minutes later, he called me back and let me know that the night […]

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a result, better lives. Success starts not with money, but with people. Helping people to be […]

Rolling Back on Dodd-Frank

Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients?   I think we could write a book on these four questions. Whatever happened to common sense, honesty, and a handshake? I hear many people asking, “What happens if […]

Investing and Politics

Who will have the greatest impact on your financial future? You or President-elect Trump? Now I know there are two groups in this country: one hates what they see going forward based on our election; and one loves it. What are the chances that somewhere in-between is the truth? What is the chance that you […]