Register for The Seven Pillars of Financial Well-Being Workshop

Discover the Real You

Our proprietary discovery process helps you identify what is important about money to you and reveals your core life values. Only then are you able to make the most balanced financial and life style choices that will enrich your life.

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Create Solutions with Guaranteed Results

We only work with the highest rated insurance companies; many of whom have centuries of experience and longevity. Our specialty is in creating financial plans that leverage the power of safe money instruments.

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Focus on Your Financial Core

Too many advisors focus on investing and don’t offer solutions that help you build a strong financial core. This is what makes us different. Only when you have built a strong financial core are you able to properly protect yourself from unexpected economic storms.

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Financial Balance in a Nutshell

So what exactly do I mean by Financial Balance? I use the phrase to reveal the fact that we have been taught to manage our personal finances from a perspective of extremes. When we get to the point that we can afford to put some money aside for our future we fall prey to the financial marketing engine that encourages us to go for the big returns on our money. We put the money at risk and call the process savings. That is not balance.

Balance implies equal distribution, mental and emotional stability, and calm judgment. Staying in balance requires a commitment to both balance and discipline. When it comes to personal finances, balance means applying that commitment to every aspect of your personal finances. Financial balance involves a good understanding of the following concepts:

  • Money is energy
  • There are two types of money and three types of core money
  • Spending (purchasing) is emotional
  • Understanding your financial personality
  • There are three types of generosity
  • Unexpected expenses (emergencies) happen
  • Unsecured debt is a trap
  • Investing and Savings are not the same thing
  • Asset allocation and risk mitigation must be utilized

In our Financial Balance presentations we provide participants an overview of each of these concepts and share ideas on how to use these concepts to create positive financial results. 

We also offer multi-session workshops that help participants explore each of these concepts in detail. During the workshop we provide practical tools and tips on how to effectively manage and use each concept to create the financial results you want.

Of course, in both our presentations and workshops, we discuss safe money instruments and provide you with an overview of how safe money instruments can help you achieve your financial goals.