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    • 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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12 Dec

4,000 Miles

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Live Your Best Life
How far can you get in 4,000 miles? That’s the question I asked myself as I biked home in the dark with a flashing headlight and taillight on my bike while wearing wool socks, spandex pants, bike shorts, gloves, wind/rain
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29 Mar

Coaching, Are You Ready?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Financial Planning, Live Your Best Life, Success
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
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23 Feb

Do Financial Contradictions Affect Your Life?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance
We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over
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09 Nov

Emotions: Friend or Foe?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Personal Finance
Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact
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26 Jul

Get Your Hands Dirty

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Budget, Planning, Retirement
The other day, my five year old granddaughter and I planted a tree. One of the day’s most important lessons was that it is okay to get dirty. She wondered when we were done if we got to wash our
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26 May

Why I Still Wear a Tie

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Uncategorized
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we
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29 Jan

4 Requirements to Live Successfully

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning, Retirement, Self-Help
The world is made up of decisions. When we wake, what we eat, how we spend our time…everything is a decision. How do we make decisions? Are they thoughtful and planned or made reactively based on instinct, feelings, and bad
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06 Jan

What You Shouldn’t Be Watching

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Retirement
Returns! Being obsessed with returns is probably the most underrated weakness of the investor.  Does it make sense to look at short-term returns? I believe not. I’ve found it makes more sense to talk about whether we’re on track rather
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04 Dec

5 Ways to Make a Happier Holiday

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Self-Help
Yes, I know for many of you, it’s too late. You got up early Black Friday and fought the crowds or spent most of your day Cyber Monday shopping online. Did you get wrapped up in the emotion of the
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25 Nov

How to Invest for the Next 100% Swing

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing
I could sit here tonight and write about what the markets will do tomorrow. There’s a good chance that what I write will be correct. And if I was right, would you attribute that to brilliance or luck? We would
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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