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Articles

Intense eyes peering over a stack of cash

What does Money Mean to You?

Yes, you need enough to live, feel comfortable you say, for the rest of your life. On some level, you recognize that money is merely an artifact, which can be exchanged for something you need ...

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Person holding a book titled My Money Story

What is Your Story?

As a Personal Chief Financial Officer, I focus on caring for your total financial life, regularly asking what you want from your financial future.

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Stone with 'Gratitude' carved into it

One Simple Word with a Universe of Meaning...

I know you have had feelings that you couldn’t really put your hands on or name, but it was something about what you felt for your loved ones, what you...

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Vibrant pink and red energy swirl

What Just Happened?

This is just a quick reminder of the things that you have control over; saving, spending, and how money is diversified in your investment portfolio.

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Must make a Will sticky note

To Will or not to Will

have talked to a great number of people whom I have promoted, recommended and begged to prepare for themselves and their families an estate plan.

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Anechoic chamber surface

Reducing the pain of speaking…. In uncomfortable situations

How do you deal with someone that you have to provide news that you would otherwise not want to convey yet, because, of who you are and your position you hold, you must?

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Senior male doctor at desk, hands clasped

Do I have to run my office?

I hear Physicians say, “I just want to see patients.” You know when you are in your role as a scientist you want to feel as though you are making a contribution.

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Illustrations: graduate, doctor, hospital, empty pockets

Do you know your financial story?

I bet you have asked yourself these questions before. Daily you are reminded by many people how you can spend your money.

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Cash flow highlighted

Cash Flow is about creating freedom

An often misunderstood but important aspect of a person’s financial life is – cash flow (spending).

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Glasses with clear view of coastal town

Focusing on the long-term in a short-term world

It is the long term that has the meaning, not the noise and negativity that we hear in the short term.

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Smiling graduate in cap and gown holding diploma

Financial Advice for College Students and Graduates

Financial literacy matters to everyone whether they know it or not, and everyone has different levels of financial literacy

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Medical team discussing patient notes in a hospital setting

5 Key Challenges for Every Medical Group Manager

Every medical group practice has a manager who must make carefully calculated decisions which directly impact almost every aspect ...

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The price of anything is the amount of life you exchange for it.

- Henry David Thoreau

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