Viewing entries in
Meaningful Life

5 Small Practices that Make a Big Difference

5 Small Practices that Make a Big Difference

These 5 practices are a great start to a solid financial foundation. Put them into practice, because great financial planning can make all the difference.

Hidden Costs: major decisions are about more than money

Hidden Costs: major decisions are about more than money

As financial planners, we help clients think through the financial requirements needed for the life they want to live. But it’s one thing to have enough cash on hand to pay for the things we want, and another to calculate the full scope of our decisions.

Add Intimacy to Your Budget

Add Intimacy to Your Budget

Purposeful time for most people requires planning and, often, budgeting. If you’re busy and need to stick to a strict schedule, use that to your advantage and add your spouse or partner to your calendar. Is it as romantic as spontaneous getaways or surprise date nights? Maybe not, but it’s definitely more practical and it’s a great place to start.