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Wealth Creation

Wealth Creation

Sustainable long-term wealth is built slowly - especially during these uncertain times.  It’s not the big return years we naturally think of, such as 2017 and 2019, that make the largest impact.  Likewise, it’s also not the years 2012-2016 when we look back in the...

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Walking, Biking & your Wealth

Walking, Biking & your Wealth

One of the ideas we have tested in the past is can you have productive conversations around your financials and planning outside of a formal office setting?  Having worked as a financial professional for close to two and half decades, I have held thousands of meetings...

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Box of Legos

Box of Legos

Like many families, we have what seems like a million Legos in our house.  They accumulated slowly overtime, typically around birthdays and holidays.  All of our boys have enjoyed playing with them, my youngest still loves them.  Financial planning is a lot like a...

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Transparency

Transparency

Several weeks ago I shared the values of Flowerstone Financial and what we stand for as a firm when serving the planning needs of families and professionals.  A complete list of our values and what drives our firm may be found here.  Today I want to touch on one of...

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THE NEW KIND OF FINANCIAL PLANNER

THE NEW KIND OF FINANCIAL PLANNER

Entirely focused on YOU Flowerstone Financial was founded to challenge the status quo of the advice industry. When the group goes right, we go left. When they get bogged down in hitting quarterly numbers, we’re laser-focused on providing a quality planning experience....

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Planning margins

Planning margins

“Planning margins” continues a theme from my last post, “Planning is Not a Straight Line”.  I want to elaborate on what planning margins are and the value they hold in helping you meet your financial and life goals.  Specifically, how do they impact your ability to...

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Planning is not a straight line

Planning is not a straight line

It’s a rarity to have a goal achieved 100% according to the plan.  Things don’t always go as planned, and changes along the way are often required. Our journey often begins with a known direction, seeking something important.  As time passes, you may be forced to zig...

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Suggested reading Summer Edition 

Suggested reading Summer Edition 

Here are some of my favorite books, just in case you are looking for something good to read while you are relaxing this August – or any time really.  Whether you’re on the beach, at the lake, or just relaxing at home – or really anywhere in between – I would invite...

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Values

Values

Have you ever stopped and reflected upon your personal core values?  What do you hold as important and sacred in who you are and the work that you do?  Recently, as part of my homework with my coach, I was asked to list out my core values and explain what our...

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Teenagers & Money Part II

Teenagers & Money Part II

I wrote about teenagers & money, part one, here.  This is a follow up on how to approach a conversation on money and spending with your teenager. Clearly, this is a different summer for many families.  Teenagers who have jobs are fortunate and may turn to their...

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