More Than Numbers: Building a Financial Plan That Supports Your Values, Vision, and Impact
Money Should Be a Tool, Not Just a Scoreboard Over the years, I’ve sat across the table from hundreds of families, business owners, and retirees. They come in with spreadsheets, account balances, and retirement projections. And while the numbers absolutely matter, I always steer the conversation toward something deeper. Because when it comes down to […]
Retirement for the Restless: How to Stay Engaged, Productive, and Wealth-Smart After You Clock Out
You Can Step Away Without Slowing Down If you’re a business owner or high-achieving professional, you probably haven’t spent much of your adult life sitting still. You have been building companies, managing people, solving problems, and chasing goals for decades. Now you’re looking at retirement and thinking, “What am I going to do all day?” […]