fbpx

Should I sell my home, if I am moving closer to my children?

It’s a question I answer more frequently, in fact it was the topic of conversation yesterday.  My answer, let’s frame it where you have choices. I like to frame the decision both ways. Sell or not sell, or maybe delay the sell decision, spend time closer to or with your kids for a period of [...]

What are your goals?

What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1.   Writing down your thoughts by category will help narrow down your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]

How Do You Create Your Vivid Vision?

Many have goals they would like to accomplish in the next chapter in their life.  Reaching those goals can be challenging. Achieving and experiencing your vivid vision of your goals can require a different mindset and set of skills; some you may have used before in business. Why not apply the same skills and energy [...]

Avoid Post Business Sale or Retirement Remorse

A multi-step process for clarifying your Retirement Strategy Consider, 75% of business owners were dissatisfied selling their business after finalizing the deal, or expressed seller’s remorse, according to the Exit Planning Institute's Readiness Survey. Based on my experience I suspect retirees that arrive at their retirement date, plus one day, without planning for “the next [...]

Contact Info

660 Southpointe Court, Suite 312 Colorado Springs, CO 80906

Phone: 888-998-3466

Go to Top