Mar 30, 2020 10:32 am

Transforming from ROI-Centric Planning to Return on Life Planning

By |2020-06-10T14:08:11-05:00March 30th, 2020|Categories: ROL Blog|

Instead of accumulating money for the goodies it can buy, we see people moving toward using money to live the best life possible with the money they have.

Mar 30, 2020 10:29 am

Twists and Turns

By |2020-06-10T14:07:50-05:00March 30th, 2020|Categories: ROL Blog|

Yes, it’s important to save and to delay distributions as long as you can, but it is also important to keep an eye on the radar of life and be vigilant regarding the obstacles that stand in your way.

Mar 2, 2020 3:59 pm

Your Greatest Investment: You 

By |2020-06-10T14:07:22-05:00March 2nd, 2020|Categories: ROL Blog|

How do you start investing in yourself? It’s a simple question that requires a complex array of answers.

Mar 2, 2020 3:57 pm

Wise Is As Wise Does 

By |2020-06-10T14:07:01-05:00March 2nd, 2020|Categories: ROL Blog|

Wisdom is transferred only when we become intentional about it––when we settle on the idea that the pursuit of financial wisdom in financial decision‐making is our chief value to our clients. 

Mar 2, 2020 3:54 pm

Don’t let your clients get fixated on a number

By |2020-06-10T14:06:37-05:00March 2nd, 2020|Categories: ROL Blog|

The ROL vocation is the raison d’être for the ROI vocation. ROI is how we invest—ROL is the reason.

Go to Top