goals

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You’ve Got a Budget…Now What?!

By |2018-12-28T21:34:07+00:00December 26th, 2018|Categories: Business Wise|Tags: , , , , , |

As we enter the home stretch of 2018, most small businesses have already begun and finalized the process of putting together their budget for 2019. Time for reflection is over and most organizations are looking forward to 2019 and achieving all their goals. Those small businesses who have a plan for next year have budgeted what [...]

Stop the Distractions!

By |2018-08-31T13:55:30+00:00August 28th, 2018|Categories: Business Wise|Tags: , , , , |

Distractions are everywhere. Plain and simple. Everyone has them. Whether it be issues in our personal lives, constantly reading through the barrage of emails, hiring and on-boarding that new hire or finding the perfect office space. We like to think that these distractions are minimal, but often, they are much more than we ever anticipated. Distractions [...]

Cascading Metrics: Making Goals Achievable

By |2017-07-26T18:16:00+00:00July 25th, 2017|Categories: Business Wise|Tags: , , , , , |

Setting goals can always be a headache for business owners. Where do you begin? How many goals should you have? Are you being realistic with your goals? These are all important things to consider, but it doesn’t stop there. Next, you will need to track the progress towards those goals. That is a step that business [...]

Guiding Principles for Changing Markets

By |2017-06-14T17:26:15+00:00April 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

“What is your intention?”  It’s a big question, and one that leads nearly every aspect of your life – including the parts that deal with money. An investment intent is based on the intractable belief we have in the principles and practices that guide our decision-making for our investment portfolios.  In times of market upheaval and [...]

Today's Forecast Calls for Sales

By |2017-05-09T22:13:48+00:00April 28th, 2016|Categories: Business Wise, Uncategorized|Tags: , , , , |

In today’s society, everyone seems to be obsessed with sales.  While sales may not be the most important number on the financial statements, it is definitely the most emphasized. Yet few people actually use a tool to help them forecast their sales. So what’s the big deal with forecasting sales? For starters, forecasting sales can help [...]

When & How to Ask for Financial Help

By |2017-05-09T22:13:45+00:00January 6th, 2016|Categories: On Our Minds, Uncategorized|Tags: , , , , , , |

When is the best time to plant a tree?  Twenty years ago. When is the next best time?  Today. The same thinking applies to getting financial help. When is the best time to get financial advice?  Twenty years ago.  When is the next best time?  Today. Seriously, the answer is always earlier is better.  The Boomer [...]

Get Where You Wanna Go

By |2017-05-09T22:13:32+00:00July 7th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , , |

Action is the force that moves us from one place to another.  Action without intention will get you somewhere.  Action paired with intention will get you where you want to be.  Would you rather get somewhere or get where you want to be? Kind of a silly question when you put it that way isn’t it? [...]

To Thine Own Self Be True

By |2017-05-09T22:13:30+00:00June 1st, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , , |

Sally was in her late thirties when she came face-to-face with the realization that she was the obstacle in her quest for prosperity. As a business owner, Sally had worked diligently to grow the business she had started in her home in her late twenties. Ten years later as she looked squarely at her results, she [...]

Prospering in a Chaotic World

By |2017-05-09T22:13:28+00:00April 22nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , |

The fourth and final secret to being your most prosperous self is to measure your progress and take time to reassess your path. When you measure the right things, you stay focused on what is important. This is critical is a world of chaos, as it is easy to be attracted to the next shiny object [...]

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Begin with the End in Mind

By |2017-05-09T22:13:25+00:00February 5th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Our culture supports the idea that life progresses by accomplishing goals. Accomplishing goals is satisfying and gives you a feeling of accomplishment. Small ones like checking off a to do list are fun. Big ones like achieving the annual company goals are even more exciting. The life you get is a result of the choices you [...]