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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
    • Books
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16 Feb

Why planning?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Why planning? I’ve been in this business for four decades now. The longer I’m here, the more I believe and see examples of why planning is good. Less stress, better prepared, and better reactions because: Organization We have thought through
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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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16 Mar

The Cost of Capital and The Price of Time

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
The Cost of Capital and the Price of Time We’ve all heard the phrase “time is money”. But what exactly is the “price of time”? How do we calculate or quantify how much time is worth? When we invest, what
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02 Jan

Resolutions?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Live Your Best Life, Personal Finance
  It’s that time of year again. When we focus on doing something in the short-term in hopes it will make a significant difference in the long-term. What are your New Year’s resolutions? For many of us it’s to lose
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27 Feb

The Road to Retirement: “Are We There Yet?”

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination.  Unfortunately, for many future retirees it can feel like they are that cartoon
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23 Jan

Are you a widow? Or do you know a widow?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
If so, there are some things that need to be understood: 1. This is not a quick process 2. There is little that needs done immediately 3. Everyone deals with this differently emotionally, physically and spiritually 4. No one really
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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