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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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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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06 Aug

Your Four Choices

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
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03 Apr

6 Excuses to Postpone Savings

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Retirement, Self-Help
The following is an excerpt from The Truth Project: Finding the Courage to Ignore Wall Street by Wayne von Borstel. Financial success has zero percent correlation to how much a person earns; it has one hundred percent correlation to how
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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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  • 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