We've all faced important financial decisions that left us wishing for trusted guidance. Whether contemplating a home purchase,...

When was the last time you heard yourself think? Not the running commentary of your to-do list. Not the echo of your last meeting. Not...

Image from Freepik Have you ever noticed how our most profound lessons often come wrapped in the most unappealing packages? That...

Photo by cottonbro studio on Pexels Have you ever found yourself drowning in commitments? Calendar packed with meetings, inbox...

"Judge a man by his questions rather than his answers." — Voltaire In the quiet moments between meetings, in the space between...

Image by Freepik What if you could live to 150, in perfect health? It might sound like science fiction, but it’s closer to reality than...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Information provided by FMG You've worked hard throughout your life to build assets to support your retirement. As financial...

Image by Freepik What's the difference between the dreams that fade and the dreams that transform industries, cultures, and lives? It's...

We help you find financial peace of mind. As a trusted financial advisor, I've witnessed how proper planning transforms anxiety into...

I wish you the gift of family. Let's talk about family. Not just the one in your photo albums. Not just the ones who share your DNA. But...

Pema Chodron’s quote, "Nothing ever goes away until it has taught us what we need to know," is a powerful reminder that life's challenges...

Photo by Mikhail Nilov on Pexels Recent natural disasters, including the devastating Los Angeles wildfires, are a serious reminder of how...

Image designed by freepik.com Building a lasting partnership with your financial advisor goes beyond traditional business relationships....

Image by Lorri Lang from Pixabay Two roads diverged on Earth. I heard one say, "Don't die with your music still in you; make way, For you...

You know that thing you do? The one that makes time disappear. The skill that has your friends saying, "How did you do that?" while...

Let's talk about unicorns. And work-life balance. One exists in fairy tales. The other exists in HR pamphlets. Neither exists in reality....

Image by Gerd Altmann from Pixabay As we approach the end of 2024 and the beginning of 2025, it is worth spending a little time thinking...

Image by Mike Singleton from Pixabay Ever notice how the best life coaches sometimes come with chains and ghostly warnings?   Ebenezer...

"The greatest gift you can give someone is the gift of opportunity." I just made that up, but it sounds profound enough to be...