by Lindsey Burda | Apr 14, 2025 | Blog, Mindset
Understanding the Wellness Mindset Wellness may not always be top of mind when discussing finances. However, its importance is undeniable. Just as a healthy portfolio can secure a financial future, a sound body and mind are invaluable assets. We know advising clients...
by Lindsey Burda | Mar 24, 2025 | Blog, Mindset
In the realm of financial advising, decisions often transcend mere monetary considerations. Questions like “Where should we take our money from?” or “Should we help our daughter remodel her basement?” are not just about finances; they are life...
by Lindsey Burda | Mar 17, 2025 | Blog, Mindset
In the ever-changing landscape of life, unexpected challenges can arise at any moment. For your clients, having a financial plan with a strong foundation is crucial for protecting themselves and their loved ones from life’s uncertainties. Enter the Foundation...
by Lindsey Burda | Mar 11, 2025 | Blog, Mindset
In the world of financial advising, preparing clients for life’s unexpected challenges is just as crucial as wealth accumulation. The Readiness Mindset goes beyond the common approach of merely setting aside a rainy day fund. It is about instilling financial...
by Lindsey Burda | Jan 27, 2025 | Mindset
Financial planning isn’t just about managing wealth—it’s about helping clients transform their aspirations into reality. The Accumulation Mindset focuses on saving with purpose, ensuring that every dollar put aside is a step closer to achieving meaningful...
by Lindsey Burda | Jan 20, 2025 | Mindset
Financial advisors know that a client’s ability to track and manage cash flow is a cornerstone of financial stability. The Resource Mindset emphasizes the importance of proactively monitoring expenses and income, ensuring clients can make informed decisions and...
