Is Financial Planning a Team Sport
Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even...How do I not get ripped off? What about Team Sport?
Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even...How do I not get ripped off? What about Team Sport?
You guessed it; I am going to talk about data. I’ll keep it short and sweet and address these three areas - Why data matters. What kind of data do you need? How to get your team started. Why does data matter. Data matters because it gives you and your team...
During my career, I have been blessed to serve my profession in many capacities, local committee chair, national financial literacy board member, public relations spoke person and active member. A few months ago, I was asked to serve in a new way. To develop a series of podcasts that revealed h...
The most important F word in Financial Planning. When I say financial planning, what pops into your head? Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even How do I not get ripped off? What about Fun?
What if everything I consider “negative” is the seed of a gift? What if the universe is wise? What if moments I might initially rebel against are actually moments given to me by a benevolent universe to help me become a better human. One with more patience, persistence, humility, love, or wisdom?
Changing the world with 4 simple tools: Vision, Honesty, Planning, and Passion My life and my Mother’s life are just one generation apart, yet they were starkly different. When my Mother married, she dropped out of the workforce. It was what women
Where are you limited? Your mind. It can be the gas in your engine of success, or it can be the brakes, stopping or slowing your progress. Your limiting beliefs show up in conversation. They show up in your mind chatter.
In this series we are exploring three R’s to post coronavirus recovery: 1. recovering revenue 2. reimagining structures 3. rethinking people We looked at six ways to recover revenue and now we turn our attention to reimagining structures. Structur
How have you always thought about your company’s financial strength? As a function of ongoing cash flow? As cash in the bank? As your available line of credit? As your debt to equity ratio? As intimately inter
I am a huge fan of goals. I believe, to reach its’ potential, every small business needs a detailed annual plan. A plan is similar to a budget, but different two very important ways. A plan is all about goals and it has built in accountability.