What If?

What If?

WHAT IF you entered this next year with a stance toward discovery, curiosity, and increased vision for your financial life?
In my experience, the realms of money and finance have “resided” (or are stuck) in environments where the experts are trained to know and therefore, the client/customer, does not know. Although, I do believe trained people bring amazing expertise and skill in certain fields…I also believe in knowledge infusion between people that fosters learning and understanding? …

Intersections

Intersections

I think in intersections & “Convergence Zones.”
What does that mean?

I often wonder (in my own life) and when I work with individuals and companies in the money, economics, and finance realms, what is converging and intersecting? …

Fresh Vision and Nimble Thinking

Fresh Vision and Nimble Thinking

This week has been full with Excela Consultations.
I often envision myself in Toe Shoes as I sit with my clients. I envision nimble ways we can move together along their life path, feeling the earth beneath our feet, while we forge NEW pathways around their money and finances with brainstorming and focused energy. …

Large Changes & Small Details

Large Changes & Small Details

Grandes cambios se producen con pequenos detalles!

Large Changes Occur with Small Details!

I believe the phrase above with all my heart. It’s what the green, chalkboard sign said – hanging in front of a small ‘cart on wheels,” positioned perfectly along the El Camino De Santiago. …

The Next Step

The Next Step

Each Step, tracked across time, equates to hundreds of miles

The progress that comes with the Next Step is shown on the ancient Spanish Pilgrimage, the Camino, with yellow arrows and rock piles. The arrows & rock piles “tell” the walker they are moving toward their destination. …