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  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
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    • Meet Craig Smith
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      • Craig’s Team
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16 Sep

Elegant Simplicity

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Raptor engine from SpaceX
Simplistic, Complex or Elegant Simplicity The world is a highly complex place. The interconnected, multifaceted world that we inhabit is both dumbfounding and inspiring at the same time. If you have a moment to read Leonard E. Read’s short essay
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15 Jul

A Lesson of History

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
A Lesson of History – Don’t Fall Victim to A Classic Blunder! As the year marches on, I’m up to Book Number 24. It happens to be Will Durant’s The Reformation: The Story of Civilization Part VI. The book, originally
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16 May

24,901

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
24,901 I think I’m just hardwired for activities that can be accomplished by being intentional, and plodding, over long periods of time. 26.2 miles – 2008 Portland Marathon. 968 miles – 2007 Oregon/Washington Pacific Crest Trail. 211 miles – 2014
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09 Sep

Who’s On Your Bus?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact