Estate Planning is About Expressing Your Values
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
Building Community With Your Financial Plan
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.
Celebrating Your Own Success
This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.
Investing for a Better Future
This month we’re taking you through creating your investment portfolio, so that what you invest in aligns with your values, and serves you for the future.
Retirement Strategies for Your Unique Values
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.
What Does Freedom Mean to You
Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.