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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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04 Mar

Children See, Children Do

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Money and Your Kids, Self-Help
We expect so much of our children. We have high hopes. In fact, our pride is often tied to how our children behave and their accomplishments. We push them to be better, to do things we wished we could do,
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04 Jun

Want to Feel Good? Give a Hand Up

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving, Money and Your Kids, Planning
The other evening I gave thirteen scholarships to high school seniors headed to college. As part of our scholarship application process, each student needs to submit a paper on how they plan to change the world. I had the privilege
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15 May

Money, Integrity and Your Kids

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Money and Your Kids, Self-Help
I was asked to comment on a story about how honest you should be with your kids about money. Should you tell them how much the car costs? Should you tell them how much money you make? In my opinion,
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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