Category Archives:

Planning for a long/big vacation

Obviously, I have a theme this week! My family and I have left for 3 weeks in Park City, UT.  Some have wondered, how can you possibly do that?  Well, it isn’t always easy, and the key is planning.  Planning … Continue reading

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Can work/business and life be combined?

Recently, I have been thinking about this a lot.  I see lots on business owners who feel it’s either or…”I’m on vacation, and I shouldn’t do ANY work.”  OR “I can’t leave the office because I have to be HERE.”  … Continue reading

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Do you have total well-being?

Another book I have finished is “Well-Being” The Five Essential Elements.” By Tom Rath and Dr. James Harter.  Tom Rath brought us the Strengthsfinder assessment.  And just “Strengthsfinder 2.0” there is a secret code in the book that allows you … Continue reading

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Understanding Your Work Rhythms

Recently, I have been thinking about how I like to work.  Some people prefer to have an even rhythm or energy level to their work life.  I am starting to think that I prefer a high-intensity schedule balanced with periodic … Continue reading

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Making lemonade

Ok, so I’m writing this from the Washington Dulles airport. My plane is “broken”, and we’re going to leave at least 2 ½ hours late. So, what to do? Take a deep breath, charge up the laptop and head over … Continue reading

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Taking care of yourself

Taking care of yourself. In my conversations with fellow business owners and entrepreneurs, I often find that they are the last one to “put their oxygen mask on” (like on an airplane) even though we all know that you should … Continue reading

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What is your client experience like?

Have you ever been a client of your own services?  I have.  One of the most eye-opening experiences that you can have as a business owner is to be a client.  As a financial planner, I find that many planners … Continue reading

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Considering Outsourcing

I’m at a financial planning conference in FL and have been talking with other advisors about outsourcing.  As planners, and for that matter, business owners get clear on what they are great at, they realize that they may need to … Continue reading

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The importance of “investing” in relationships

I feel like I am having a Stephen Covey week…remember “The Seven Habits of Highly Effective People”? Some great wisdom in there.  Today, I’m thinking about the idea of investing in the relationship bank.  Perhaps there’s a loved one who … Continue reading

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Trusting your gut

Those who know me, know that I can sometimes over commit myself.  I know many entrepreneurs who love to chase “shiny objects” as Phil and I call them…often to the detriment of what’s important in life.  I’m learning, by being … Continue reading

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