shorts

shorts

Are You a Financial Plan Owner or a Steward?

Watch On YouTube How do you view your financial plan? As a one-time product to be bought, or a living system to be stewarded through time? 🤔 This short reveals the key to long-term financial success: a mindset shift from "owning a plan" to "stewarding a constitution"

shorts

Is Your Financial Plan Just a Reaction to the News?

Watch On YouTube Is your financial plan a static document that's quickly becoming obsolete? Or are you constantly "tinkering" with it based on every market headline? 😩 This is a common dilemma, but there's a better way. This short introduces our "Both/And"

shorts

Are Your Financial Goals Built on Shaky Ground?

Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your

shorts

Is Your Financial Plan Built for Your Life... or Just for the Market?

Watch On YouTube Do you see financial security as a one-time event or an ongoing, dynamic process? Your answer is key to finding the right financial professional. This short introduces the concept of a "Living Constitution", a financial strategy that is both durable and dynamic. A long-term advisory

shorts

Is Your Advisor Product-Focused or Vision-Focused?

Watch On YouTube How can you tell if a financial professional is a product vendor or a life-plan steward? It all comes down to their process and long-term service model. This short gives you three constitutional questions to ask in your very first meeting to reveal an advisor's

shorts

Is Your Advisor Search a Transaction or a Relationship?

Watch On YouTube When you're searching for a financial professional, are you looking for a quick, one-time answer or a long-term advisory partnership? 🤔 The most critical decision in your financial journey is distinguishing between a product-centric vendor and a vision-centric steward. This is the foundation for choosing the

shorts

Is Your Financial Plan Dead on Arrival?

Watch On YouTube Does your financial plan gather dust, quickly becoming obsolete? Or are you constantly changing it based on every market headline? 😩 Both are common "either/or" traps that lead to stress and poor outcomes. 🗓️ This short introduces the constitutional "Both/And" solution: creating a

shorts

Are You Overlooking 3 of 4 Risk Management Tools?

Watch On YouTube When you think of managing risk, does your mind immediately jump to insurance? 🤔 Most people are trapped in an "either/or" dilemma: either buy an insurance policy for everything, or simply "hope for the best." But that’s a dangerously limited view. 🛡️ This

shorts

Is Financial Fear Paralyzing You?

Watch On YouTube Is financial anxiety your constant enemy? What if that feeling is actually a powerful signal? Most people either ignore their fear or make reactive, panic-based purchases. Both paths lead to poor outcomes. 😟 In this short, we reveal the constitutional "Both/And" solution: you can acknowledge

shorts

Are You Trapped by 'Either/Or' Financial Decisions?

Watch On YouTube Are you stuck in a financial dilemma, feeling like you have to make an impossible choice? 😫 Most financial advice traps you in "either/or" thinking, making you choose between two bad options—like saving OR investing. But what if you could do BOTH? ⚖️ This short

shorts

Is Your Financial Plan Outdated? The Problem With 'Set-It-And-Forget-It'

Watch On YouTube Is your financial plan a "set-it-and-forget-it" document? That's the biggest mistake you can make. What if you could have a plan that is both durable and dynamic? 🤯 The "either/or" trap says your plan is either outdated and obsolete or you&

shorts

Insurance Isn't Your Only Option: A Smarter Way to Handle Risk

Watch On YouTube Think the only way to handle financial risk is to buy an insurance policy? That "either/or" trap is costing you control and opportunity. 🧐 A constitutional approach offers a "both/and" solution by integrating a full spectrum of risk management tools. You'