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  MEASURE FINANCIAL SUCCESS WITH A LONG-TERM PERSPECTIVE.   Financial planning service is delivered over time, with patience and discipline. Success will happen, but requires time. This is the philosophy.   Most worthwhile endeavors tend to be simple in concept,
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  THE CLIENT HIRES THE FINANCIAL PLANNER TO BE ON THEIR TEAM.   They both work together to achieve consistency, collaboration, and a high level of ongoing value. It’s a two-way street, a two-way relationship. We get back what we
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  THE FINANCIAL PLANNER WORKS FOR THE CLIENT.   Clients are the pilots; planners sit in the co-pilot seat. The service is delivered with independence, integrity, and a client-centered focus.   We must seek a fiduciary, a planner legally required
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There are many more reasons, almost too many to count.   We will end up with less money (for a large host of reasons). We will lack independent counsel for our financial marriage and families. We will make mistakes that were
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Wasting our valuable time.   Our time is precious. Should we spend our time on countless “do-it-yourself” activities? Should we do this in industries and professions outside of our knowledge and expertise?   Time is the most precious resource. We only
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Lower levels of basically everything we desire financially.    Countless independent studies have been done comparing people with written financial goal plans and those without. The findings are conclusive and eye-popping:   Higher levels of peace-of-mind are achieved. Goals are reached
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The ability to be on a continuum towards the goal is where life is found. To know who we are and what we want, we get going.   Our goals change. They align with who we become. This is maturity.
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The initial actions do get us going on our plans. They don’t feel overwhelming. We know we can focus on this moment, right now. What is the next best action? What can we do to take a step in the
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In apparent divisive times, perspective is tough to grasp, even elusive.   Let’s start by saying: We are not government. We are not corporations. We are not buildings. We are not unions. We are not labels.   WE ARE ALL
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Your daily small actions inspire others. You become an example to others over time and with consistency. If we act with discipline in accordance with our goals, it is contagious. The ability to serve others increases.   Seeing someone make
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