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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
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    • The Vision to Wealth Process ®
    • Social Security Strategies
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  • Events
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11 Jan

What Is Your True Purpose In Life?

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
What difference does it make if you know your purpose in life or not? And what does that have to do with financial planning?
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27 Oct

Elections & Financial Planning

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
There are probably things that will happen in our life that are way more substantial to our success than an election. Yet we let the election control us. No matter what your beliefs are, you may win or lose next week. But that doesn’t mean you lose in life!...
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01 Oct

Financial Planning Gives You More Time

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
Financial planning allows you to maximize your time for the things that are most meaningful in your life. You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.
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06 Aug

Financial Readiness

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go
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12 Dec

4,000 Miles

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Live Your Best Life
How far can you get in 4,000 miles? That’s the question I asked myself as I biked home in the dark with a flashing headlight and taillight on my bike while wearing wool socks, spandex pants, bike shorts, gloves, wind/rain
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19 Nov

Like Sands Through the Hourglass

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
It’s 1989, and I’m 9 years old.  My parents worry about kids ending up on a milk carton, yet they let me walk to and from grade school.  A journey of about three blocks, but it was an adventure!  They
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30 May

Stop the World! I Want to Get Off!

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Live Your Best Life, Self-Help, Success
That’s the sense I get from many people that I talk with today.  There’s so much going on, and coming at us so fast. If you turn on the news, peruse the internet or pick up a newspaper, all you
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12 May

What Would You Do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Giving, Live Your Best Life
What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in.
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29 Mar

Coaching, Are You Ready?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Financial Planning, Live Your Best Life, Success
It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a
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09 Mar

Rolling Back on Dodd-Frank

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients?   I think we could write a book on these four questions. Whatever happened
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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