Not Your Typical Daddy/Daughter Date

Aaron recently returned from a Vision Trip with the non-profit organization, International Justice Mission. He was joined on this trip by his daughter Ellianna, who shares more about their journey below. This IJM Ghana trip was stressful, agitating, and uncomfortable, but that is what made it so wonderful. I was repulsed at the pungent smells [...]

By |2023-07-21T14:44:08-05:00July 21st, 2023|Family, Multi Generation, Purpose|

Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to enjoy them? [...]

By |2023-05-02T11:06:19-05:00April 19th, 2023|Investing, Purpose, Retirement|

Could You Benefit from a Personal Board of Directors?

CEOs at large organizations usually have a network of close advisors, c-suite executives, and stakeholders who hold them accountable for achieving important tasks. In her book Building Career Equity, expert consultant Jan Torrisi-Mokwa proposes that we all do the same. This idea could be especially beneficial if you don't have the kind of built-in accountability [...]

By |2022-11-04T09:56:46-05:00October 19th, 2022|Purpose|

Finding Purpose in the Everyday

What is your money’s purpose in your life? That's maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working. The best uses of our time and our money lead us to more meaningful experiences [...]

By |2022-11-04T09:13:39-05:00August 16th, 2022|Purpose|
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