3 Boosts for Your 2022 Goals

3 Boosts for Your 2022 Goals

Financial planning starts with goal setting.  Here are 3 “power boosts” that I have found useful personally and in my financial planning practice. 1. SET THE RIGHT GOALS “The more intensely we feel about an idea or a goal, the more assuredly the...
The Magic of Appreciation in Money and Life

The Magic of Appreciation in Money and Life

The word “appreciation” has at least two important meanings and applications.  In the world of finance, it refers to the increasing value of an asset. In the inner realm of thoughts and emotions, appreciation involves recognizing the value of and feeling gratitude for...
Goals are Key to Designing Your “Rich Life”

Goals are Key to Designing Your “Rich Life”

Financial Life Planning is a holistic process that will help you to clarify your values and guide you in defining and designing your unique version of the “rich life.” Goal setting is an essential component of this process, and a powerful tool for experiencing what is...
Goals Give Life Direction

Goals Give Life Direction

The future belongs to those who believe in the beauty of their dreams. Eleanor Roosevelt Happiness lies in the joy of achievement and the thrill of creative effort. Franklin D. Roosevelt Goals are targets—something to aim for.  They give life direction.  Setting goals...
Your Mission:  Designing a Purposeful Life

Your Mission: Designing a Purposeful Life

When individuals set goals that are especially meaningful to them, they experience a sense of mission. They feel enthusiasm for the tasks that lie ahead and for what they intend to accomplish. At every stage of life, having a mission gives them a reason to get up in...
Goals are Key to Designing Your “Rich Life”

Goals are Key to Designing Your “Rich Life”

Financial Life Planning is a holistic process that will help you to clarify your values and guide you in defining and designing your unique version of the “rich life.” Goal setting is an essential component of this process, and a powerful tool for experiencing what is...