Tag Archives: family

Pole Pole! A Lesson from Climbing Kilimanjaro

*Repost from November, 2016 Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals … Continue reading

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Put the Smart Phone Away

It’s the holidays.  It’s time to enjoy time with your family, rejuvenate with some time off from work, and be thankful.  It’s a time to look ahead to the New Year and all that it can be for you.  It’s … Continue reading

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What is Your Child’s Financial Personality Type?

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we … Continue reading

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