How Can I Serve?

Today is October 16th…About 8 years ago, I made my final departure from the traditional world of financial services. The first step in that journey into the world of serving others was to answer the question “Who am I?” followed by the second question “What do I want?” But the overriding question was “How can […]

YOU are as Precious as Time!

When we began this year, I had no idea of all that would happen in my life in 2019. Now, as we head into August, I really have to take the time to catch my breath and find my balance on a daily basis. I have found through all of the previous months that I […]

Go With the Flow…Rules!

Rules, rules, rules are meant to keep investors safe or “safer”, and how do they do that? Everybody…FINRA, the SEC, the CFP Board are all trying but are they succeeding? What if they could keep you and your money safe or “Safer”? I would say “hell yeah”! But having been in the industry for years […]

Tough Talks with a Side of Tissue…Awe!

Many of you deal with people: family, friends, clients, and it is always a hard thing to do when you have a family member, a friend, or a client who has received bad news or more than that you have to share bad news with them. It can be emotional, it can be physical, it […]

Can Your Financial Professional FIRE YOU?

It works both ways: you can fire your adviser and they can fire you! Clients will be fired if they spend wildly while ignoring the adviser’s warnings. The adviser might care more than you do! Clients will be fired if you don’t follow your adviser’s advice. Clients will be fired if you are rude or […]

Don’t Try to Motivate the Unmotivated…AWE!

Such a strange color for a blog! Yellow! Many will consider “yellow” as lacking in courage, motivation, and more! But it is the right color for this morning. The “tamed” ones are not the ones I am reaching out to with the subject of transformational living. My women this morning are those who WANT to […]