It’s right about now when many of us make goals for the New Year. We dream of where we’d like to go in the various areas of life – health, relationships, finances – and then we start creating a plan. In “Good to Great,” author Jim Collins says that’s the exact wrong path to greatness. […]
Tag Archives | Advisors
Who’s On Your Board of Directors?
“Plans fail for lack of counsel, but with many advisers they succeed.” – Proverbs 15:22 My friend, Brad, calls it their annual “Dixie Fraley talk.” Once a year, he and his wife, Nancy, meet with their personal board of directors, which includes their CPA, attorney, and financial planner. Brad and Nancy reveal their balance sheet, […]