First you work for an education, then you work for money, then people work for you, then money works for you. When money works for you, well, then you are free to save our planet.

Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients.  

What do we mean by "Joy of Financial Planning?" We mean having the ability to say "I am in harmony, I have enough, I am in balance, I am safe, I will have a legacy, I have opportunity and I have time.  In summary, we mean you have the ability to chase your American Dream and change the world for the better. How's that for "joy?"

In addition to your performance reporting and billing, this month you will find a few BEST FINANCIAL PLANNING PRACTICES and an ECONOMIC COMMENTARY. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

An informal conversation with Laura Drain about the American Dream, family values and how to teach kids about personal finance. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below.