About Us

The “Next Smallest Action” Formula

I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone looking to start his own business while already working full-time, a young man who recently changed careers but also with a new baby, she unexpectedly lost her father and needs to settle the estate, he wants… Continue reading The “Next Smallest Action” Formula

About Us

5 Financial Lessons from the Haas Family Relocation

We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to strategically move instead of ripping the band-aid all at once sounded like a great idea when we bought the house in Greenwich Township. But that 1/31/2020 deadline loomed large on us last week as there… Continue reading 5 Financial Lessons from the Haas Family Relocation

About Us

Don’t be part of the 92%. Invest in Yourself in 2020!!!

The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties, shopping and wrapping and hopefully some time focused on faith, friends, and family – the reasons for the season. That also means it’s close to the time when most people look in the mirror and… Continue reading Don’t be part of the 92%. Invest in Yourself in 2020!!!

About Us

Trust is Earned, Not Given

We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients to faithfully allow us into their “Circle of Trust”. We’ve also noticed that as client relationships mature over time, meetings naturally become less frequent due to the… Continue reading Trust is Earned, Not Given