Updates

Principles in Practice: Think Beyond Yourself  March 7, 2013 by Matt Syverson, CFP®

Dave understands people, and so do we! Entreleadership® is a combination of being an entrepreneur and leader, which is defined as the process of leading in order to cause a venture to grow and prosp…

Creating Your Life Purpose Statement  March 4, 2013 by Matt Syverson, CFP®

Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft…

Principles in Practice: Have a Long-Term Plan  February 28, 2013 by Matt Syverson, CFP®

We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl…

What is a Life Purpose Statement and Why Should You Have One?  February 26, 2013 by Matt Syverson, CFP®

When starting a business, one of the first things you do is draft your business plan. One of the primary components of your business plan is your mission statement. Your mission statement should give …

Principles in Practice: Think Beyond Yourself  February 21, 2013 by Matt Syverson, CFP®

One of our generous clients exemplified this principle when she helped a person with a severe need for a dental repair.  It was her local handyman, who was a very hard worker, but rarely smiled due t…