Today, I have the pleasure of introducing you to Veronica “Niki” Fielding. Talking about compassion in the workplace is near and dear to me. I was delighted to learn about Niki’s work and wish to share her vision with you all today! Photo by Meghna R on Unsplash Veronica “Niki” Fielding is the founder and […]
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Handling business involves so much. Today I’d like to introduce you to LeAnn Erimli in the first Advisory Perspective spotlight for 2024! LeAnn is a self-proclaimed “tech geek” and her superpower is explaining things in plain language! Technology is ever-changing and evolving. In business and at home, having a trusted resource is a godsend. It’s
Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the
What a great way to kick off the year! Was a guest on Healthy Habits 4 Life with Dr. Carol Perlman! https://podcasts.apple.com/us/podcast/healthy-habits-4-life-with-dr-carol-perlman/id1560995497?i=1000548099355 Listen in as we talk about the importance of having a contingency plan and the five main stages of contingency planning. I’ve long believed that contingency plans take away the burden of dealing
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“It’s time to start” was a theme today in an early morning Zoom today. Meeting with colleagues weekly for over a year, we talked this morning about the importance of starting. It’s time to start is a good saying for you who have plans, dreams and desires for next year. You’re one decision away from
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This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook. Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up. The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting. She’s created
Advisory Perspective Series – Christina Hall Joyfuel Life Read More »
To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we
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Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
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September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
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The Living Planner Advisory Perspective Series provides you an opportunity to meet professionals who play a role in crafting strategies and plans for your life. This month, the focus is on financial planning. Financial planning allows us to provide a road map for our money. When we create cash; having plans to help budget, invest
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