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  • 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
    • Books
    • Charitable Partners
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17 Mar

Finish Lines

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Setting Finish Lines – Just How Much is Enough? If you are reading this, you are almost certainly “rich” by historical and world standards. Up until late in the 18th century, the typical life was one of survival, not abundance.
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08 Apr

Spring Cleaning for Your Financial Closet

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance, Self-Help
  I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing
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19 Oct

Do You See the Forest, Yet Ignore the Trees?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Personal Finance
How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when
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04 Mar

Children See, Children Do

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Money and Your Kids, Self-Help
We expect so much of our children. We have high hopes. In fact, our pride is often tied to how our children behave and their accomplishments. We push them to be better, to do things we wished we could do,
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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