Higher Purpose with Goal Setting

My wife and I's church small group started back up again last night. What an encouraging time and group of people! We talked about our 2024 goals - every single person who shared, connected it back to a greater purpose and Person (Christ), some without even fully realizing they were doing that.

What’s your purpose BEHIND your goals? Meaning, WHY does that goal actually matter in your life? Who will it impact? And how? What results will the goal or commitment produce?

That’s the point you’ve got to get to for any goal, commitment or New Year’s resolution to stick.

Cheers to a great 2024!

The When I Grow Up Podcast

Check out Episode 9 of my friend Emily Stewart’s podcast, When I Grow Up. I share my entrepreneurial story and more about my faith and family!

Here’s the link: https://open.spotify.com/episode/09fHyXOHX2YTCNTclsnZXx?si=0kNaOGLbQJSkvBJkIFvhEA&nd=1&dlsi=222d3e20cf80478e

Be sure to check out Emily’s other episodes as well. Enjoy!

The Higher Impact Vision

Hey! Thanks for visiting my website! Stay tuned for some updates on my firm and how I’m growing it. For now, here’s what I’ll share:

I’m changing the financial planning and wealth management game. The industry has steered you, our clients, in too many directions. You don’t need a stockbroker or a product to buy, you need a guide, a personal CFO for you and your family, who is totally unbiased in their advice and is 100% for you and your success! That’s what you get when you hire me.

I help get not only your investments in order, but your tax situation and your estate affairs as well. Schedule an appointment with me to get started on your path to a better financial future!