Advisory Perspective

The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works

Advisory Perspective, Blog, Business Advisory Services, Business owners, Communication, Corporate Culture, Employees, Engagement, Improvement, Leadership, Learning, Lessons, Life skills, Productivity, Solutions / By

Valentine’s week is upon us!  Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors.  This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™  Mindy is a recognized leader […]

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The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist

Advisory Perspective, Blind spots, Blog, Courage, Death, Grief, resources, Time of reflection, Transition From Life, Transitions / By

As we prepare for the holiday season, many of us may have traditions that include being with loved ones.  For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms.  Dealing with grief and loss is something most people have to do sometime

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The Living Planner Advisory Perspective Series – Laura Roeder, Team Financial Partners, LLC

Advisory Perspective, Blog, Business owners, Financial, Health, Insurance, Planning, Retirement, Solutions, Wealth Management / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC.   Laura is

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The Living Planner Advisory Perspective Series – Financial Accounting Services

Advisory Perspective, Blog, Business Advisory Services, Business owners, Communication, Planning, Preparation, Solutions, Tax Planning, Wealth Management / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. Considering our financial picture involves gathering a strong team.  This month, it is my pleasure to

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The Living Planner Advisory Perspective Series – Shoup Legal

Advisory Perspective, estate planning, Planning, Power of Attorney, resources, Trusts, Wills / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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The Living Planner Advisory Perspective Series – Destination Sleep

Advisory Perspective, Blog, Journey, Legacy, Lessons, Life, Life Events, Living, resources / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Shawna Rose, the Founder of Destination Sleep in

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The Living Planner Advisory Perspective Series – Plans in Place

Advance Care Plans, Advisory Perspective, End of Life Plans, Planning, resources / By

Our featured professional this month for The Living Planner Advisory Perspective Series is Dean Finkenberg, the Founder and CEO of Plans In Place. He is a business leader, innovator and dynamic mentor with an impressive history as a senior executive in companies ranging from ground-level startups to businesses with over $500 million in annual revenues.

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The Living Planner Advisory Perspective Series – Personal and Business Insurance

Advisory Perspective, Business owners, Insurance, Planning, Readiness / By

The Living Planner’s monthly Advisory Series in March features Erin Furlong, from Danmar Insurance Services in Temecula, CA. Danmar is a family owned and operated insurance agency established in the late 1970s as a means to provide quality multi-line insurance to the Southern California area.  They have since expanded our ability to write insurance in

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The Living Planner Advisory Perspective Series – Strengths-based work cultures

Advisory Perspective, Business owners, Employees, Strengths / By

For our 2nd Advisory Perspective Series of 2016, here is a question for you.  Do you know your strengths?  Are you someone who knows how to maximize your strengths, talents and gifts to achieve maximum performance? The Bureau of Labor American Time Use Survey results show that 8.9 hours per work day are devoted to

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The Living Planner Advisory Perspective Series – Fitness in 2016

Advisory Perspective, Health, Life, resources / By

And, here we are.  A New Year, 2016 is here!  Have you set intentions for your year?  If you are like many, health and fitness may be at the top of your list.  The Living Planner Advisory Perspective Series features professionals who serve us in living our best lives. Let’s kick off 2016 with an

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