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Monday Morning Motivation – Adaptable

Are you underestimating the degree to which you are adaptable?

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Monday Morning Motivation – Momentum

Are you happy with the momentum in your life—or would you prefer to get connected with external forces that can help you get onto a better path?

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Earning CERTIFIED FINANCIAL PLANNER™ certification—and why it matters!

You know that a CFP™ is highly qualified, but what does it take to become one? Today we dive into the educational and ethical requirements!

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What to Expect from a Christian Financial Advisor

In this guide, we explain what a Christian-aligned financial advisor is & discuss why one may be right for you. Read it here.

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Monday Morning Motivation – Extra-Miler

What is keeping you from being an extra-miler?

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5 Things to Know About Taxes in Retirement

Are you retired—or planning to be? Today, I cover the 5 key things you need to know about your taxes!

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Monday Morning Motivation – Believer

Why are you afraid to be a believer?

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Quarterly Market Review – Third Quarter 2022

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2022.

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Monday Morning Motivation – Optimistic

Do you need to be more optimistic in your way of thinking?

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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