The Blue Blaze

It’s Your Life, Here’s How to Find What You’re Looking For

Posted by Frankie Corrado on Mar 20, 2017 10:40:47 AM

 When you sit down with a financial advisor, you’re not expecting to be asked questions like, “What is your ideal life?” or “What things are most meaningful to you?”

Those types of questions are reserved for Oprah interviews, not financial planning sessions. You’re expecting to discuss investments, assets, tax returns, debt and retirement planning. What do those deep and probing inquiries have to do with managing your money?

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Topics: Financial life guidance, Goal Setting, Hiking

How to Figure Out (and Achieve) What You Want in Life and Money

Posted by Frankie Corrado on Mar 10, 2017 5:00:00 AM

No one wants to grow up to be a goal setter. But somewhere between high school and college graduation we realize, if we want to be that marine biologist or that fire fighter we always hoped for, we’re going to have to set a goal.

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Topics: Financial life guidance, Goal Setting, First Home, Hiking