The life you want starts with a thoughtful financial plan. Tune out the market noise, focus on your goals, and mindfully follow the path you’ve set to financial success.

Jonathan K. DeYoe

Do You Really Want More; Or Is Enough, Enough?

Do You Really Want More; Or Is Enough, Enough?

“What do we want?” More! “When do we want it?” Now! Bigger, better, faster, cleaner… more. If there is a thing we like having... then the human in us wants more of that thing. It’s inevitable.  How many times have you had the following thoughts?  I have a...

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TGIM: SUCCESS, WORK, and MONEY Links

TGIM: SUCCESS, WORK, and MONEY Links

September 23rd, 2019 by Jonathan DeYoe ICYMI: Last Friday’s TGIF: Relationships, Meaning, and Happiness Links Want to update your thinking, look to what you are reading. Go ahead, be a little unreasonable. Being stuck is reasonable. (Seth’s Blog – Seth Godin) Is...

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TGIF: HAPPINESS, HEALTH, and RELATIONSHIP Links

TGIF: HAPPINESS, HEALTH, and RELATIONSHIP Links

September 20th, 2019 by Jonathan DeYoe ICYMI: Last Monday’s TGIM: Success, Work, and Money Links Want to update your thinking, look to what you are reading. Loneliness, stress, uncertainty, anxiety, boredom. Distraction Starts from Within; It is Our Never-ending...

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How To Know If Your Financial Advisor Is A Fiduciary

How To Know If Your Financial Advisor Is A Fiduciary

You hired a financial advisor.  Everything was going great, but now you’re having some doubts. They’re pushing products you don’t need. You’re questioning if their advice will help you achieve your financial goals. And now that you think about—you’re not 100%...

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TGIM: SUCCESS, WORK, and MONEY Links

TGIM: SUCCESS, WORK, and MONEY Links

September 16th, 2019 by Jonathan DeYoe ICYMI: Last Friday’s TGIF: Relationships, Meaning, and Happiness Links Want to update your thinking, look to what you are reading. How much growth do you need? How much safety? There’s your asset allocation. Portion Control Isn’t...

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