Lisa Nichols 3 Simple Steps for Transforming Your LifeOnce in a while, I am blessed to hear a speech that touches my soul and ignites something special inside me. Lisa Nichols is a motivational speaker, best-selling author, entrepreneur, and one of the stars of the movie “The Secret”.  By her own admission, she’s pretty amazed

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How One Client Avoided The “Someday” LandmineA Tribute To Toni…Do Your Dreams Have Deadlines?  I have an insatiable love for learning. But the most profound lessons haven’t come from textbooks or lectures – they’ve come from my community. As a financial planner for the past 23 years, I’ve been blessed with the privilege of guiding

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2023 was my best year ever! Every year, I start the new year by setting goals. And, like a lot of folks, they’re usually a laundry list of what I want to change or experience over the next 12 months. Finally, I discovered the secret sauce for actually achieving my goals!

Want to learn how I did it? Read on to learn how I made 2023 my best year ever.

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