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Tribute to Purpose and Passion
Aunty Kay has been my role model and inspiration, learning to live a life of purpose and passion, and how purpose will change over a lifetime, but passion can endure.
Continue readingScaling Back to Give More
Click here to read Danielle’s article, “Scaling Back to Give More” in Aspen Philanthropist magazine.
Continue readingYour “Bill of Rights”
You work with a Financial Planner to assess and stay on track in your financial life. You share your current situation and your dreams of what lies down the road, working together to create your reality.
Continue readingBuilding on Your Strengths
What area of your financial life would you like to improve?
Continue readingLet go of the Guilt!
We all know the basics of financial health, no matter who you are or what your level of wealth is. We should save for the future. We should spend less than we bring in. We should enjoy life within
Continue readingRising Expectations – Diminished returns
One of the biggest laments I have heard over the years from service professionals here in the valley is “it is so hard to keep the clients and customers happy!” An architect chagrins “Another change
Continue readingHandling Your “Windfall”
Immersed in the beauty of the Roaring Fork Valley we are inspired to live physically healthy lives. We hike, bike, ski, boat, and manage our diets wisely. Combine this with the societal advances in
Continue readingAppreciation of Your Assets
When you think of “appreciation” you can look at it in the quantitative realm – the increasing value of your financial assets. It is important that you look at your entire net worth and
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