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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
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24 Nov

5 Steps to Spend Less and Give More

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Budget, Giving, Personal Finance
It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
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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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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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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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09 Dec

5 Holiday Gifts for Everyone on Your List

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget
It’s that time of year again when we throw our budgets on the backburner in hopes of fulfilling every want of those we love. So many of us become obsessed with holiday shopping that we end up spending thousands of
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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