08 Jul 2016

Posted at 12:43h in The Friday Brief by
sunset-summer-golden-hour-paul-filitchkinOne of the major goals we often help clients plan for is financial independence.  Imagine the freedom of knowing you do not have to work.  You would be free to start the company you have always dreamed of, serve an organization you are passionate about regardless of pay or take an extended trip with your family or friends.  Maybe you would worry less about money and the minutia of your daily finances.

20 Jun 2014

Posted at 14:08h in General by
The analogy of life as a highway poses some interesting questions. Some are obvious, others less so, but all are interesting. As kids we continually asked our Dads, 'are we there yet?' But with little sense of time or surroundings, Dad's answer always fell short of providing us with any helpful information.