Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re spending your time. You are an expert in your field, and although you are capable of doing many tasks within your business, should you? Is this really the best use of your time? I don’t have a clue how to build a website. …
Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every night. Using her Apple watch is a crucial component of that routine because it allows her to track her progress throughout the day and course-correct …
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start …
We’ve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much and everything seemed to blend together. But, while we were in it, the time seemed to crawl by day to day and week to week. …
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company that’s as comprehensive as your personal plan – and it all starts with four best practices that set up every business for success. “One of the …
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring for. “My Mom has been a lifelong support system for me,” Lisa shared, “so I feel fortunate to have this time to spend with her.” …
If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to help support a new phase of expansion. “Over the last three years, we’ve grown our team from 6 to 13 employees while also growing …
You’ve probably heard about Stephen Covey’s 90/10 principle. The trickier question is, do we live by it? For me, not always, but I’m working on it. Basically, his point is that our experiences in life are 90% how we perceive or react to an event, and 10% is what actually happens to us. Most of the time, the 10% is out of our control. For example, we’ve all been cut off on the freeway, right? That’s the 10% part. Maybe …
We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …
