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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
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    • Blog
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18 Oct

The Good, The Bad and The Bored

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
We all have good days…we all have bad days…and we all have times when we feel bored. I’m going to tell you to beware all three! Why? Because when it comes to investing, any day you are feeling a strong
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28 Sep

Perception vs. Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Personal Finance
It is amazing how often our perception…which may, or may not be, based on fact…becomes our reality. What we all believe is true is biased and formed by where we’ve grown up, how we were raised, our experiences, our education
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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 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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10 Apr

Fixed Rate vs. Adjustable Rate Mortgages

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Which one is right for you? With the American economy making a slow but steady recovery, it may be a good time to look at getting back into the housing market, be it finding a new home for your family
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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