2021 October Update
This month we’re talking about “work-life balance” and how this concept affects our day-to-day productivity and rest.
2021 August Update
Can you believe it’s September next week? Join us this month to apply your values to your portfolio strategy, and remind you that summer can last as long as you want it to.
2021 July Update
The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.
2021 April Update
This April, we’re continuing our theme of values and going over what family means to you, and how to align your financial plan with it.
2021 March Update
This March we’re wishing you a happy start of the spring season! As well, we’re sharing with you how to find your why, why this is important for clarifying and utilizing your values, and more!
2021 February Update
In this February update we’re sharing with you what we have been up to this month. We’re sharing with you what we came back with after our company retreat, what values we featured this month, and more.