Perception is a powerful thing. So many of our actions are determined by how we perceive things to be. How we perceive is based on what we think we hear or see. Yet, our perception of events, words, and people can be entirely wrong. Looking back over my life, I realize during my youth and […]

The proactive role in financial planning

The Successful Life Manager will always take a proactive role in planning his or her life. The planning process will combine reflection, core-values, life changing events and goal-setting in a formalized and structured process to arrive at a plan to achieve your specific goals. We must realize that we are not in complete control of […]

God’s will in your plan

The reason each Christian should have a Successful life plan is to keep an eternal focus. Your Successful life plan™ will help you make faith-based financial decisions and an eternal impact. Proverbs 19:21 says, “Many are the plans in a man’s heart, but it is the Lord’s purpose that prevails.” God’s purpose is the key […]

Financial planning begins with a reality check

Your Successful life Plan™ will make your income, investments, and insurance work in harmony so you can achieve your life goals and God-given mission. Ephesians 4:14 tells us, “Henceforth be no more children, tossed to and fro, and carried about with every wind of doctrine, by the sleight of men, and cunning craftiness, whereby they […]

Successful Life Planning

The new buzz word in the financial planning community is life-planning. As the financial planning profession matures, an emphasis is now starting to shift from traditional financial planning to a focus on life itself.  With the birth of life planning, a new profession has also evolved and its focus is life coaching. Both the coaching […]