My Philosophy

This I Believe…these are the principals that guide me in personal finance and personal life.

Keep it S.I.M.P.L.E.
Achieve success by acting on a plan, not reacting to current events
Failing to plan is planning to fail
Financial freedom is achieved by being consistent and patient
Pay yourself first!
Be an Investor, not a Gambler. Invest in what you know
Focus on time in the market, not timing the market

Three True Life Hacks:
- Hydrate
- Sleep
- Exercise
Gratitude is the best Attitude
Happiness comes from serving others (and a shorter commute)
Health is wealth
Everyone, in every stage of life, needs Purpose and Community
Be a lifelong learner
The best time to start was yesterday. What are you waiting for?

Latest Commentary

Discovering & Upholding Your Values:Decisions About Care & HousingSeptember 22, 2023 - 2:50 pm
As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability to handle everyday tasks are questions few of us enjoy. What do you value about the way in which you currently live? What values […]

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