Pursuing a life that’s rich with meaning and purpose
If you have been married for more than one day, you already know that when you say “I do,” you don’t instantly have all the same values and priorities. Many couples spend decades of frustration around the topic of money, even though husbands and wives desire unity and agreement. As a financial planner, I have walked hundreds […]
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The recently-released 2018 Report on US Sustainable, Responsible and Impact Investing Trends, published by US SIF Foundation shows an incredible amount of momentum. More and more investors are aligning their resources with their values. According to the report, “Sustainable, responsible and impact investing (SRI) in the United States continues to expand at a healthy pace. […]
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When we discover abundance, the possibilities are endless. It is this courageous and generous mindset that allows us to make intentional financial decisions that can transform our entire lives. When we discover abundance, fear and greed can no longer hold us paralyzed and powerless. We are no longer convinced that we are poor. Therefore, our […]
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Discontentment is always rooted in either fear or greed. Sure, we could slap a pretty dress on fear and call it “insecurity” or we could pin a badge of honor on greed and call it “ambition.” But if we are honest with ourselves, these are some pretty ugly monsters that we sometimes allow to latch […]
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