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Relationship Capital

Who here is familiar with what an income statement and a balance sheet is? A property value balance sheet. Assets and liabilities. Assets minus liabilities equals the equity in a property value balance sheet. Take a home valued at 1,000,000 and a mortgage of 500,000....

Lacey Used Her Policy To Save

Interest rates are high and so are the gas prices (currently $4.99 a gallon where I live). My husband works about 40 minutes from our home in Arizona and while he loved his fast, orange Dodge Charger… that thing only gets like 13 miles to the gallon and we needed to...

Is Your Money SAFE

The Safest Place on the Planet for your Money. Today we are going to look at risk on our cash with the recent SVB bank closure. Remember The AIS Triangle? #1 Asset, #1 Investment and #1 Strategy. The #1 Strategy with cash that you are going to relinquish control of...

Value of Quality Experiences

STORYIt’s Thursday morning, I’m up at 5am getting my shit together. Ha! Ya that’s what it takes for sure.Celebrating and appreciating all that is. What a great feeling for sure. REVELATIONMy beliefs about living a high-quality life.What does this even mean you...

Stay Focused in 2023

It was just yesterday that a client emailed in wanting to stop paying into their whole life insurance policy. You know what they say, “The market is lower it’s a great time to invest” or “buy low, sell high”.Makes sense, I know, and is for sure tempting....