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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
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15 Sep

Staying Found

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Staying Found Years ago, Melinda and I hiked the Pacific Crest Trail (PCT) from Ashland, OR to Manning Park, British Columbia. We learned a lot about ourselves during the roughly 900 trail-mile trip, celebrated our first wedding anniversary sleeping on
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14 Jul

Everything You Own

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home
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11 Feb

I Wanna Be Like Ike

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Financial Planning
Remember those old Michael Jordan commercials? “I wanna be, I wanna be like Mike…”  Well, how about wanting to be like Ike, as in Dwight D. Eisenhower.  Supreme Allied Commander of joint military forces during World War II, and after
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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