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

From Overwhelmed to Organized: Downsizing Made ClearMay 12, 2026 - 9:35 am
Join us for a thoughtful and practical Prosperion EDU session, “From Overwhelmed to Organized: Downsizing Made Clear,” presented by Maegan Keller, owner of Shape Space. In this recorded webinar, you’ll gain clarity on how to begin, how to make decisions with confidence, and how to move forward without feeling stuck.

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