Financial Happiness

Six Steps to Put Your Money Where Your Heart Is
Accumulating money for the sake of stock piling it will never really be satisfying. At some point, there comes a time when you question why you are working so hard and why you never seem to be happy. . . . keep reading

The Top Ten Pitfalls for Portfolio Peace of Mind
Most investors are interested in finding an appropriate mix of stocks and bonds that reflects their risk tolerance. In other words, they want to be able to sleep at night. Portfolio peace of mind is a . . . keep reading

Shift Your Thinking
The primary cause of unhappiness is never the situation but your thoughts about it…. Happiness is ever elusive, but freedom from unhappiness is attainable now, by facing what is ra . . . keep reading

Beyond Riches Blog
Just Say No to Oil
What's Happening in Greece Affects Us All

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	The Financial Happiness Process™ is the result of working with thousands of clients over the past twenty years. Although the reasons you seek out a financial professional may be varied, the types of analyses that help you find the right solutions are consistent. The Financial Happiness Process has three primary parts: The Focused Financial Vision, Portfolio Peace of Mind and It's Not Just Retirement, It's the Rest of Your Life. Read More »