Books2019-02-20T15:43:42-04:00

Books

Focus for Success

A vital way to consider these services is to see how they fit together to create endless improvement and ongoing success. It is a systematic and logical format that is immensely effective.

1. Discussion of Values, Concerns and Needs

We clearly discuss the concerns and needs you bring to our attention, along with related matters we discover and can address in due course. With matters of wealth, personal income, and family, we can help you express your most important “values” which guide the results we will have to attain. Some of the stories in this website highlight how we move from a core system of values to the results you want to secure.

2. A “Life and Financial Plan”

Our purpose here is to align your financial resources with your desired lifestyle and personal values. Life for you is uniquely different than anyone else: we carefully reflect this in our planning with you. And if you bring a specific issue at first, we’re naturally starting to understand each other and how our services will fit into your future steps. My own name for this is life-and-financial-planning — aligning the life you choose with the wealth that helps you enjoy it.

Awards

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, educa-tion, and non-profit sector in the battle against child poverty.

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, educa-tion, and non-profit sector in the battle against child poverty.

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, educa-tion, and non-profit sector in the battle against child poverty.