January 2012
9 posts
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Solving The Small Business Owner's Retirement...
There’s a fatal flaw in the retirement of many small business owners: After pouring a lifetime of blood, sweat & tears, time and capital into building the business, their rough-sketch strategy is to sell out someday for a ton of money, then settle back and enjoy a financially secure retirement. Many business owners are so sure this will happen that they don’t bother to make any...
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The Financial Fitness Process
A simple flow chart explaining the journey that my team and I take you through during the financial fitness process. What I do is more than crunch numbers and push paper. Its an in-depth discovery process that dives into your actual concerns and goals. We then inplement solutions resolving these concerns while bringing your goals to fruition.
Financial plans are living plans that are...
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“Winners win not because they’re allowed to, but because they decide to.”
– Ralph Marston
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Improve Your Financial Fitness in 2012 Pt. 2
Get organized. -Store your most important documents, such as birth certificates and life insurance policies, in a fire proof box that is separate from your day-to-day files.
Automate savings. -Take the burden off of your shoulders.
Check up on your insurance policies. Do you have the auto insurance, renters insurance, and life insurance that you need? Life insurance is another frowned...
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Improve Your Financial Fitness in 2012 Pt. 1
Focus on the “why” of your goals instead of the “how.” -Focusing more on the motivation behind a goal instead of the specifics of how it will be achieved can increase the likelihood of success.
Rethink your relationship with money. -Think about money as if it’s a person. “How’s your relationship with Benji?” (Referring to Benjamin Franklin’s...
