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“Success comes from knowing that you did your best to become the best that you capable of becoming.” John Wooden 

Through a different lens will deliver a perspective about stories, articles, blog posts, pictures, books and a periodic inspirational video. My intent as a lifelong learner with the support of my team will be to go on a quest for new ideas, interesting perspectives around how we can improve our life just a little bit each day. Being financial planners, we value the importance of compound interest when it comes to your wealth, equally important is this same concept when it comes to your mindset and health. We will pull from philosophers, athletes, businesspeople, historical figures and everyday people like you and me. The experience will result in a creation of many ideas that will help each of us grow, learn and be better leaders in our place of work, communities and homes.  

Our goal is to be a positive influence and create engaging and genuine conversations with our readers. Finally, becoming more present will remind us of the impact simple habits and sound decisions can help achieve success in the areas of our life that matter most.   

We’re glad to have you reading along. Feel welcome to share your thoughts- we look forward to this journey together.  

Sunday, September 3, 2023

While it might not be the flashiest topic in the world, trust me, financial planning is a game-changer for your business. Over the years I've seen firsthand the incredible value that financial planning can bring to the table for...

Sunday, September 3, 2023

Hello, fellow small business owners and entrepreneurs! As we bid adieu to 2023 and prepare to welcome a new year, it's the perfect time to put on your financial planning hat. I'm here, a certified financial planner, to guide you...

Tuesday, August 22, 2023

You know the old adage, "Nothing in life is certain but death and taxes." Add to that a third certainty: college education costs will continue to outpace inflation.

Monday, August 7, 2023

Can't believe we are now 2/3 of the way through 2023 in four short weeks all the kids will be back to school. I thought it would helpful to bring to our clients attention some of the important changes that were made in the final days...

Monday, July 10, 2023

Life is a crazy rollercoaster, isn't it? One moment you're single and carefree, and the next thing you know, you're getting married, having a baby, or buying a home. These major life events can be super exciting, but they also bring...

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Monday, May 22, 2023

Our expectations as consumers move slower than reality, and that can have a major impact on the culture of a nation.

Friday, May 5, 2023

At some point in life, you’ll be in the market to buy something that costs a significant amount of money.  No matter the purchase, sometimes the decision can be hard to make.

Saturday, April 29, 2023

People can often be described with characteristics of three different money personalities:  those who want to hold onto money, those who want to spend it, and those who don’t want to have anything to do with money. ...

Thursday, March 16, 2023

We've been reviewing some important books lately, but we also wanted to share our thoughts on a podcast that we found to be incredibly beneficial. Tim Ferriss is a multi-talented individual who has achieved success in various areas...

Monday, February 27, 2023

"Get Smart with Money" is a Netflix documentary that follows four financial professionals who raffle off one year of free financial coaching to a family or individual in need.  All of the participants have their own unique...

Monday, January 30, 2023

I’ve had the awesome privilege to work with many of my financial planning clients for much of their working careers and to guide them through a myriad of opportunities and challenges. As clients approach retirement, or what I...

Monday, November 7, 2022

Be aware of your own biases, create a system of checks and balances and be mindful of when and why you are making a decision.

Tuesday, September 27, 2022

In the end Living Well is all about recognizing balances and sustaining them so that our clients can help our clients live the best lives they want for themselves. 

Tuesday, September 27, 2022

Author James Clear demonstrates the significance that small changes can make in maximizing your potential.  He emphasizes the power of getting 1% better each day, and how the results don’t just add up but compound exponentially over time. 

Tuesday, June 14, 2022

Daniel Crosby, who I have had the pleasure of seeing speak live and virtually, does an incredible job of providing bite size pieces of content that provide perspective on simple things we can do to make better decisions.

Sunday, May 15, 2022

Do your best to be reasonable. Understand we all are not playing the same game and have different goals, timelines, and experience. Develop an investment strategy that you can live with and helps you sleep at night.

Thursday, February 3, 2022

Sunday, November 21, 2021

On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act to help fight unemployment and guarantee income for retirees. While Roosevelt acknowledged the limitations of the act, saying, “We can never insure...

Thursday, December 31, 2020

If there is one thing we can all agree on, it’s that we live in a very complex world. The funny thing is in most instances, we make it much more complicated than it has to be when it comes to finances and financial planning. In...