TheLiveBigWay® Digest: Together We Achieve More

TheLiveBigWay® Digest: Together We Achieve More

TEAM: Together Everyone Achieves More

Teamwork of partners. Concept of integration and startup with puzzle pieces

From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of life and requires close collaboration with the other professionals and family members on your “team”. Read on to learn more about how we collaborate with your team.

Impulsive Moves May Not Help You Get Ahead

Our strategic partners at Dimensional often share with us educational tools and resources that creatively illustrate key strategies of our shared approach to investments. This quick two-minute video with a simple, clever analogy about investing when markets are rough caught our attention and felt worthy of a share. Check it out here.

rush hour

Virtual Workshop: Financial Hygiene During COVID-19

Are you free next Tuesday? Spend an hour with the partners at Yeske Buie for an interactive workshop where you’ll walk away with:

  • 10 concrete ways to maximize your financial hygiene in the current environment,
  • Tools and worksheets to help you navigate pandemic-related changes in your financial life, and
  • Confidence to make informed, values-based decisions in uncertain circumstances

We’ll be going live at 11am PT | 2pm ET. Register today using this link and please feel free to extend the invitation to anyone you know who may be interested in joining us.

A Familiar Season with a Different Flavor

Although the back-to-school season may look different, many of the core elements remain the same. As you and your loved ones prepare for the new school year, we share a recording of a panel discussion where we share insights on healthy back-to-school habits including education planning, budgeting, financial literacy, reviewing your financial plan, and more. Wishing all students a safe and productive year ahead!

Backpack prepared with study supplies and mask for the return to school. Covid-19 concept.

Referrals are the Greatest Compliment

Clients and allied professionals have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our reply is that we are Financial Planning Evangelists® and would like to see everyone who is seeking help find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.