7 Steps to Success

7 Steps to Success   1: Gratitude and appreciation. Believe it or not, gratitude is the closest thing to a ‘magic pill’ you can take. (Use a daily gratitude Journal.  During your next meeting, ask us about our 21 days of Gratitude we recently complete here...

Benefits of a CFP® and CPA Relationship

Partnering with a Certified Financial Planner® who is also a Tax Professional (CPA or Enrolled Agent) can offer significant value and time savings.  There’s a close relationship between financial planning and taxes, but non tax professional advisors are not...