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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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03 Apr

8 Ways to Maximize Your Child’s Financial Potential

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Education Planning, Self-Help
I believe we live in the greatest country in the world, but I do not believe that success comes without hard work, commitment and some degree of risk.  If our children grow up thinking that success, particularly financial success, is
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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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23 Jun

Secrets of the Successful – #2

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Leadership, Live Your Best Life, Self-Help
As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say
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08 Apr

Spring Cleaning for Your Financial Closet

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance, Self-Help
  I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing
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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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13 Mar

A Few Good People

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving, Self-Help
I was talking to a young man this afternoon about doing a job for my wife and me. He is probably the hardest working person I’ve ever been around – smart, caring, and just a nice young man. He did
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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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29 Jan

4 Requirements to Live Successfully

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning, Retirement, Self-Help
The world is made up of decisions. When we wake, what we eat, how we spend our time…everything is a decision. How do we make decisions? Are they thoughtful and planned or made reactively based on instinct, feelings, and bad
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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 Nov

7 Fears that Lead to Less

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the
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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