NEWSLETTERS
Wealth Philosophy
|
Wealth Direction & Perception Developing an understanding of your wealth direction |
|
Discipline & Congruence Identifying how close your commitments match your priorities |
|
A Beginning Point Developing a personal definition of "WEALTH" |
Stewardship
|
Money Matters Philosophy Developing your own stewardship of wealth. The impact money has in your everyday life |
|
Personal Financial Stewardship How you choose to use the resources and opportunities given to you |
|
What Do You Value? Looking at your life and what you value |
Dental Practice
|
If Adam were an Actuary and Eve were an Artist What it means to provide CARE in your dental office |
|
Compensation Part I How to pay employees the appropriate compensation |
|
Compensation Part II Creating a surplus program to reward employees for their standard of conduct |
Budget
|
Rules to Play By, Revisited An example of how a couple with two different money styles and points of view handle money issues |
|
Addressing the B Word Part I Addressing three methods of balancing your budget and lifestyle as well as three key components to a personal budget |
|
The B Word Part II Analyzing whether your personal financial lifestyle creates a financial surplus or shortage |
|
The B Word Part III Identifying the frustrations encountered when applying the three basic elements of money management |
Debt Freedom
|
Financial Independence vs. Financial Freedom Achieving financial freedom by creating a Debt Freedom Schedule |
|
Financial Freedom: Heart and Mind Exercises that will help provide valuable insight into your thinking about money, understanding of it and reaction to it |
|
Normal vs. Debt Payment Schedule A powerful financial planning technique allowing you to become debt free as quickly as possible |
Savings
|
How Much Is Really Enough? How crowd behavior affects your own individual investment identity |
|
The 100% Solution Formulas for both your dental practice and your personal life in getting a return on your investments |
|
Game Shows & Roller Coasters The anatomy of an investor defined in key six components. How to choose stocks and mutual funds |
Estate Planning
|
A Legacy of Stewardship Preparing a legacy for those you love |
|
Peace of Mind, For the Journey Calculating your current financial resource value and lifestyle needs for retirement |
|
Financial Independence The four economic conditions used in building your financial independence program |