In the workforce or at home, do you tend to “go solo” or work as a “team”? When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word. Merriam Webster defines synergy + […]
Communication – Synergy is Powerful Read More »
Teams – when you think of a team, what do you think of? Sports? Work? Health? If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you
Who’s on Your Team? 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
Advisory Perspective – Sunday Dinner Stories Read More »
How do we know where we are going, if we’ve yet to map it out? A road map helps us see where we are and map out where we are going. In 2018, you’ll receive weekly emails from us highlighting topics and issues of interest and impact to living our day to day lives at
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.
Advisory Perspective Series – Theresa Klass Read More »
I’ve come from a retreat with Appreciation Financial’s Women of Wealth. We explored our purpose, our why and how together we can do much more together. It was a powerful week. Collaboration is a word I’ve embraced for decades. It aligns with synergy, partnership, teamwork and allows us to go beyond what is possible when
