Crafting Lives Together: Purpose, Prosperity & Peace

We will help you make wise financial decisions, especially when life gets confusing. Life is full of transitions. Some changes are expected, but many are not. We’re here to assist you in navigating through life’s transitions and creating the best life possible with the resources you have. Whether it’s objective advice, educational programs or financial guidance, we’re here to work with you and your family to create a better life.


Smartvestor partnership with Dave Ramsey

Help Your Kids Think &
Act Wisely About Money

In this workshop, you will help your child to:

  • Articulate a sense of purpose
  • Communicate about money
  • Explore what success means for them
  • Learn vital time management skills
  • Set goals for prosperity and contentment
Learn more » Read articles »

your money

Keep the Celebration Going
After the Wedding

Forty-two percent of couples that regularly talk about money described their relationship as “extremely happy.”

  • Understand one another’s connection to money
  • Prevent future conflict through communication
  • Build a foundation for your unique story

We’ll help you and your spouse develop a roadmap for success, and have some fun along the way.

Learn more » Read articles »

3 Simple Questions that Can Dramatically Change Your Life

I recently began evaluating some of my beliefs and how they influence my daily routines. What I discovered wasn’t exactly shocking. I had developed some beliefs through the years that no longer serve me well, in that they were the basis for my daily routines. One example of a belief that impacted my daily activity […]

Read more »

How to Reduce the Odds of Your Child or Teen ‘Falling Down the Rabbit Hole’

Setting boundaries can be essential. Your instinct is to do everything possible to keep your child or teen out of harm’s way. Unfortunately, parents may lack awareness or be in denial regarding the important role that the family system plays in a teen’s risk of engaging in potentially dangerous behaviors, or in the resulting need […]

Read more »

Smart Retirement Planning Solutions for Small Business Owners

This article was written for the American Executive Centers and has been published on its blog. Are you a sole practitioner with a legal, engineering, real estate, medical, investment management, marketing or other professional practice? Or do you work for a company and have a lucrative side business? Is your spouse your only employee? Are […]

Read more »

CFP Certifications

Dave Ramsey Smartvestor Partner Best of Mainline Media News 2016, 2017 & 2018 Main Line Parent & Philadelphia Family Shields

The Minimalists Podcast

Joshua Fields Millburn & Ryan Nicodemus help over 20 million people live meaningful lives with less through their website, books, podcast, and documentary. The Minimalists have been featured in the New York Times, Wall Street Journal, Boston Globe, Forbes, TIME, ABC, CBS, NBC, BBC, CBC, and NPR.  Listen now.

What our clients say

Mark Blair did a GREAT job of building a curriculum for all of us at the Ontological Design Community Conference, and facilitated it beautifully. Thank you for the wonderful contribution you made to our community!

Ron Kaufman

Ron Kaufman is a New York Times Bestselling Author and globally recognized as a keynote speaker, columnist, management consultant, author and founder of the customer service training company, UP! Your Service. Ron was also a workshop participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA.

Recommended Reading

Abundant Living: 364 Daily Devotions by E. Stanley Jones

The business of life is to live and to live well. But in this day and age we know almost everything about life except how to live it. We can dissect life and explain its parts and then fail to put it together again in such a way that it becomes a coordinated, harmonious whole. Through the vibrant writings of E. Stanley Jones, discover not only how God desires more for us than we could ever think or imagine, but freely gives us that abundant life of body, mind, and spirit.

Learn more »

Signup for Newsletter