What to Look For In A Financial Planner

With the economic crisis over the past year, people are more conscious of their finances. It has been a wake-up call for some who realize they didn’t have much of a plan in place for their money during tough market conditions. For others, they have learned the hard way that the people they put in charge of their plan let them down. I have spent over 15 years working for a Financial Planner and will share with you some of the things that help to build a successful relationship with the person in whose hands you place your financial future. [Read more...]

Life Hacks for The Family: How Family Business Meetings Can Simplify Your Life

When done properly, business meetings can be very productive for any small business or corporation by helping you to stay on top of the financial direction of your business, plan projects, and chart progress, but did you know that these same great benefits can help simplify your life at home to? Scheduling regular business meetings for your family can be a great way to streamline your home life and connect with family members on important issues. Family business meetings can keep you organized and gives everyone an opportunity to feel like they are an important part of the family and that they have a role in the goals and achievement of the family unit. [Read more...]

Taking Control of Your Life: How Anyone Can Create A Life Plan for Better Living

Most of us would never dream of starting or running a business without a carefully thought out business plan, yet we often live our lives without any plan or premeditation. Without that intentional approach to life we are often overwhelmed and stressed out. We all have goals, whether it is to loose weight, save money, stay healthy, advance our career, or connect with love ones. But how are you going to actually achieve any of your goals or stay on track without a plan to get there? This is where creating a Life Plan comes in.

You may hear a lot about creating a Life Plan in business success circles, but developing a Life Plan can be useful in your every day life whether your are a corporate executive, a college student, or a stay at home mom. Creating a life plan helps you to organize your life in ways that you may never have thought of before. [Read more...]