FINANCIAL ADVISOR BLOG

I always begin each e-mail follow up to a client call with thank you because I appreciate the opportunity to provide value to my clients.

This Blog was inspired by a conversation with my friend Pat Finucane. Staying true to our new Time Management Plan, Monday was invested in planning.

Last week was the first week of our new yearly Time Management Plan and we stayed true to form as last Friday was a Product

This graphic that we purchased from iStock demonstrates a theme for the Removing Your Roadblocks Graphics. Note the picture of the road at the bottom

Wednesday provided the space for Laura and I to finally get back into writing and producing the Removing Your Roadblocks book. The amount of copy