The role of a life planner is to help individuals define what it means for them to live life on purpose, understand future goals, current situation, family dynamics, and feelings about risk, and then identify the right professionals to involve at the appropriate times.

Graduation caps have flown, and suddenly, it hits you: adulthood is here. There are crucial things about turning 18 that don’t get talked about enough – and they can have a big impact on your future (and your parents, too).

The source of stress for many busy individuals is a lack of time, leading to burnout and health issues. Instead of focusing on how to find more time, individuals should identify who can help them delegate tasks and responsibilities.

More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us.

What is it about our minds that make us more impatient the closer we get to our goal? The problem sometimes develops that we become so focused on “getting there,” that we become a human ‘doing’ instead of a human ‘being.’

Life is too short to live it serving your money. So, don’t! Make a commitment that your money will be here to serve you and get your 3-step Life Plan in place today.

You live your best life by clarity, communication, and commitment to your core values. Commit to yourself to define and live by your core values starting in 2025!

Imagine yourself in your favorite spot in the world. You are in the last days of your life and looking back at your story. What do you want your story to be? Are you living that story today? If not, why not? If not, how do you change your course?

What 80/20 rule do you need to work on? Maybe there is more than one. Prioritize, get help, let us help. Just don’t sit and do nothing. 80% of 0 is ALWAYS 0!