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    • Why Work with Us
    • Aligning Values, Vision and Wealth
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      • Wayne’s Team
      • Craig’s Team
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04 Aug

7 Secrets to Find the Right Financial Coach

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Self-Help
How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.
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27 Mar

Financial Planning: To do or Not to do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
There is so much to discuss about financial planning. Why do so many fail? Many blame it on the other guy…. on the job opportunity…. on the lack of luck. I wonder? Is it really somebody else’s fault or is
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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