We’ve built dozens of what we call “Prosperity Plans” over the years. If you haven’t worked with us before, its what we call a financial plan…but it’s a little different than what you might have experienced elsewhere. It’s meant to be a guide and a decision-making model…not something that is etched in stone. Speaking from experience, few plans turn out exactly as they are initially built. Hey, life happens!
Noteworthy News
Recipes from Red Sunflower Farm: Mattar Paneer: Peas and Paneer in Spiced Tomato Gravy
You Oughta Ask: When should I start making tax moves for the year?
The Three Freedoms of Prosperity: Putting It All Together
Imagine feeling so confident in your financial plan and life decisions that you find yourself with time to enjoy life and the money to pursue your passions. It’s a freeing combination and one that unlocks the greatest lifestyle shift of all: mind freedom.
Noteworthy News
Recipes from Red Sunflower Farm: Korean Scallion Pancakes with Vegetables
You Oughta Ask: How Do I Protect Myself Against Internet Scammers?
The Many Looks of Money Freedom
Our fearless and wise founder, Mackey McNeill, landed on a profound concept when she identified three key factors that most influence our pursuit of prosperity: time freedom, money freedom, and mind freedom.
Macro View of Economic Environment
2023 has witnessed a dizzying array of consensus macroeconomic views, from no landing to soft landing to a financial banking crisis and back again. The fundamental backdrop we see for the economy is that inflation, while making some progress, continues to run well above target and the labor market remains overheated.