Category: Intentional Voice
The Greatest Transfer of Wealth Has Started — Are You Ready? (January 2023)
American’s are living through the most significant generational shift in our nation’s history. An estimated wealth transfer of $60 trillion has started. Learn how you can prepare.
Read MoreFollow the P’s of Giving to a Happy and Healthy Outlook on Life! (January 2023)
You can move from an attitude of scarcity to a life of generosity by developing an intentional giving strategy.
Read MoreWhen it Comes to Your Money, Make Wise Decisions and Trust God with the Outcomes! (Oct 2022)
If you’re part of the 58% of Americans that own stock according to Gallup Research, then chances are it can be tempting to turn on the news each morning (or check an app) and experience an emotional roller-coaster in response to market changes. Depending on the day you can go from a sense of security to a mindset of worry. Learn how to change your mindset to help you release the feeling of control, which allows you to view money as a tool…just as God intends.
Read MoreWhen Seeking Trusted, Wise Counsel About Your Money, Avoid This Common Mistake! (Oct 2022)
Our plans are more likely to succeed when we seek wise counsel. Financial plans are no exception. When seeking financial advice, you’ll need to consider your goals and needs. Modern technology has made planning more accessible than ever, but tech-based solutions can only offer so much. So what are you looking for in an advisor, and how do you make that choice Learn how to seek wise counsel for the long-term health of your finances (and your stress level).
Read MoreThree Simple Ways to Grow Your Savings in the New Economy (July 2022)
Inflation, gas prices, interest rates…the recent economic shifts can be concerning. But the fact is, economic conditions constantly change, as do the opportunities and challenges related to our personal finances. Don’t let fear and worry guide your thinking.
Read MoreWhen It Comes to Your Finances, Start Living Intentionally in an Unpredictable World (July 2022)
Wise investing involves having a plan and knowing your investment’s purpose and timeline. It requires staying calm and patient when markets are stormy.
Read MoreKey #1 – Spend less than you make
Let’s look at the first principle- Spend less than you make. Living within your means is a simple principle and serves as the foundation for financial success.
Read MoreKey #2 – Be prudent about debt
Today we will take a closer look at the second key: Be prudent about debt. God provides two clear principles about debt. First, debt holds us back from future opportunities.
Read MoreKey #3 – Build Liquidity
Today we will take a closer look at the third key: building liquidity. Life is filled with uncertainty. Holding safe and stable reserves is your best risk-management tool.
Read MoreKey #4 – Set long-term goals
You may have experience setting goals related to your career, education, faith, relationships or physical health. As a Financial Planner, I have met people who have set and achieved exceptional goals in all areas of life but never set a goal for their finances.
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