What’s the first thing people want to do when it comes to taking control of their money? The logical first step is to look at some numbers. Ah yes- the exciting world of tracking expenses, budgeting, and cash flow planning.  Don’t get me wrong. I absolutely LOVE IT when people decide to start looking at…

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Building wealth comes down to a very simple formula. Make more money than you spend. Invest the difference wisely. Set your kids up for success so that future generations may prosper. The formula may be simple. But the ability to build wealth and pass it along is NOT a level playing field- not by a…

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