Category: human capital factors
Share:
Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...
Share:
Webinar: Career Transitions – Beyond the Financials
As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you...
Share:
5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size...
Share:
How Do You Measure Success? Measuring the GAIN To Bridge the Over-Achiever GAP
by Michael Evans, Founder & CEO of Cogent Strategic Wealth If hard-driving professionals like us had a theme song, it might be the Rolling Stones’...
Share:
How To Overcome Entrepreneurial Financial Planning Challenges and Deal with Setbacks
Are you an optimist? Me too. Being upbeat is essentially a job requirement for us hard-charging entrepreneurs. How else could we prevail over all the...
Share:
Webinar Recording: Bolster Your Health WELLth for a Better Future
Bolster Your Health WELLth for a Better Future. Investing in your health now will pay dividends for the rest of your life. Coming off an...
Share:
Building Your WELLth and Achieving Health Through Your Daily Habits
We interrupt our regularly scheduled financial conversations to cover a subject that’s even more important than your money. How are YOU holding up? Even...
Share:
Attorneys: You Think Differently
What’s the worst that could happen? Your average person doesn’t worry so much about this question. Lucky them! As an attorney, you probably live by...
Share:
9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
Share:
Do You Have Investment Strategies That Factor Risk From Your Stellar Career?
Connecting Your Career with Your Financial Capital Part 4: Quantifying the Worth of Your Wealth Welcome back to our multipart series on how to balance...
Share:
Balance Your Career Risk with Investments for Success
Connecting Your Career With Your Financial Capital Part 3: Human Capital Risks and Expected Investment Rewards Last month we talked about how entrepreneurial and other...
Share:
How Smart Investors Factor in Themselves as an Asset
Connecting Your Career with Your Financial Capital Part 2: Your Human Capital as an Investment Welcome back to our multipart series on how to balance...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.