… Because it Works How you navigate difficulties is a matter of perspective… The choice of YOUR perspective. The good news is you get to choose! According to the Stockdale Principle, there are three views people can have in a crisis, but only one makes it through the difficulty. The pessimist primarily sees doom-and-gloom, continually focusing their…

Your Wealth of Assets Don’t miss this… opportunity. It’s an opportunity to assess what’s most important. Times of crisis provide the opportunity to pause and reflect. One beneficial area to reflect on is the most important and valuable “assets” we possess. It’s easy and natural to think about wealth only through the lens of the…

Create the story you want told. The story you want told about you by your family and those you respect the most. A story of care, concern and respect of others. During difficult and unprecedented times like this one, we all need to write a daily story that thinks more about others than ourselves. This…

Be Inspiring  When his dad turned over the reins of the business, Lawrence was ready. Lawrence learned hard work and the particulars of the business. Most importantly he had the very important value of having a positive mental attitude. Though he was the son of the owner of the very successful business, Lawrence started to…

It’s YOUR Money After my parents first met with a wealth planner, my mother told me, “I felt stupid in there.” I had listened to the conversation and felt the same way. The discussion was a one-way conversation about transactional options, and the advisers talked mostly about complex planning tools and why my parents should…