WHAT IF you entered this next year with a stance toward discovery, curiosity, and increased vision for your financial life?
In my experience, the realms of money and finance have “resided” (or are stuck) in environments where the experts are trained to know and therefore, the client/customer, does not know. Although, I do believe trained people bring amazing expertise and skill in certain fields…I also believe in knowledge infusion between people that fosters learning and understanding? …

I think in intersections & “Convergence Zones.”
What does that mean?

I often wonder (in my own life) and when I work with individuals and companies in the money, economics, and finance realms, what is converging and intersecting? …

This week has been full with Excela Consultations.
I often envision myself in Toe Shoes as I sit with my clients. I envision nimble ways we can move together along their life path, feeling the earth beneath our feet, while we forge NEW pathways around their money and finances with brainstorming and focused energy. …

Grandes cambios se producen con pequenos detalles!

Large Changes Occur with Small Details!

I believe the phrase above with all my heart. It’s what the green, chalkboard sign said – hanging in front of a small ‘cart on wheels,” positioned perfectly along the El Camino De Santiago. …