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Right now, you may feel like …
Your financial life is not in order
You don’t have (enough) money, and
You never have enough time to do what you truly want to do!
And, while you’re an intelligent high achiever, you may feel less knowledgeable—or even ignorant—when it comes to your money. There’s no shame in that. It is quite common, especially among people like you who are busy trying to make a good living to be self-sufficient and ultimately financially independent.
With your financial life in order, you gain a permission slip to pursue your own version of creativity, without the guilt and the what-ifs.
How do you find that confidence and security in your finances?
That’s where we can help.
Through our financial planning process, we address your financial questions so you can go forward with what’s truly important to you. From establishing cash reserves to building retirement savings—and everything in between—we help you prioritize your needs, wants, and wishes and direct your investment portfolio to help you achieve your goals.
We believe everyone has creativity to share with the world.
What’s within you? Bring it forth!
As a lifelong learner, I frequently read to inspire my creative self. This inspiration serves me not only in my “day job” to be a better financial planner but also helps me in my pursuit to become a better writer.
I find mentors from everything I read. Today I want to reference 11 authors who inspire my journey. While it is impossible to capture all of the inspiration here, I want to highlight a few learnings I gained from each author:
This post highlights a few of the wonderfully creative people who inspire me to continue the practice of living wholeheartedly. I hope I have inspired you, too.
What books inspire you? Please email me at [email protected].