Pay Attention

It's surprisingly easy to miss something important.

We all need someone who's paying attention.

Tom unpacks how Note asks good questions.

Christine and Mario talk about how the Note Flourish & Flow cash-flow plan helps remove the fear and anxiety from planning your finances.

We're not the Fun Police.

Those spur-of-the-moment purchases will happen.

But don't let a taste of forbidden fruit poison your future.

Mario and Colton share how they see beyond the numbers.

Pipes clogged? You call a plumber. Tooth aches? You call a dentist.

You need help, so you ask for it.

But when it comes to money, so many people think they should know better.

Note associate Colten Kitcho explains why that's ok. We see you. And we're here to help.

"Sorry my situation isn't more interesting!" We hear that all the time.

Why do people judge themselves like that? You don't choose your circumstances.

You can choose to be content in them. And who you turn to for help when you need it.

Note associate Colten Kitcho shares how our clients see themselves and how we see them.

We all love a top ten list. Especially if we're on it.

We often measure success by how high we rank against our peers. Or whether we get publicly recognized for our accomplishments.

But it's often short-lived and is no guarantee of lasting purpose and fulfillment.

Tom shares the only list he cares about being on.

Eudaimonia. (Yoo-day-mo-nee-ah)

It means human flourishing, prosperity, and blessedness.

Sounds pretty good, right?

We don’t always flourish, though. Even when we try.

Tom asks why that is as he shares his new word for 2022.