shorts

I Support Them vs. They Support Themselves

What's the difference between 'I support them' and 'they support themselves' for tax purposes? 🤔

This short provides a Simple and clear answer and explains a common confusion. A Sound approach means understanding the specific tests for different dependency categories.

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DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.

Financial Sanctuary Self Assessment Kit

Does your financial relationship feel like a performance, where you're showing a "cleaned up" version of your finances? Or does it feel like a genuine partnership? Financial planning based on partial information is inherently limited. True financial excellence begins with a foundation of complete honesty and

Green Flags for an Authentic Advisor

Watch On YouTube Are you in an authentic financial partnership? This short reveals three key 'green flags' that indicate you've found a genuine Financial Sanctuary. This is a core principle of our Financial Sanctuary Creation™ methodology, which emphasizes that real partnership enables advice based on complete

The First Step to an Authentic Plan

Watch On YouTube Is your financial plan built on partial information? This short reveals a key insight from our Financial Sanctuary Creation™ methodology: psychological safety is the first and most crucial step. A Safe foundation means complete honesty is possible without judgment, enabling a Sound financial plan that is truly

4 Pillars of Financial Sanctuary

Watch On YouTube What does a genuine, authentic financial relationship look like? Our Financial Sanctuary Creation™ methodology is a systematic approach built on Four Pillars that create an environment where professional expertise and personal authenticity can flourish. This short breaks down the Simple framework that can transform your financial life

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Financial Sanctuary Self Assessment Kit

Green Flags for an Authentic Advisor

The First Step to an Authentic Plan

4 Pillars of Financial Sanctuary