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Creative Financial Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Take Control of Your Net Worth

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You entire financial health can be summed up with one number. This one number reflects all of the financial decisions you’ve ever made. That number is your net worth. For such a powerful number, you would expect a long and complicated calculation; however, it is easy to calculate your net worth. Large well-known companies such…

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Take Control of Your Finances

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There are few things as important to your long-term financial success as your ability to take control of your finances.  But what does it mean to “take control of your finances?” It means having a purpose and a strategy for how you spend money. Most of us tend to “go with the flow.” While this…

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Limiting Belief #7: I Should Be Able to Read a Book or Attend a Conference and Immediately Become Financially Successful

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Seeking the Quick Fix When I was in high school, I’d lift weights twice a day, drink protein concoctions three or four times a day, and try just about anything to build muscle faster (only natural supplements of course, no steroids!). My mother worked at a local health food store, so I had plenty of…

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Limiting Belief #6: I’m Not Smart Enough to be Financially Successful

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What does it take to become financially successful?  Is there a proven formula that will provide us the solution? If you look at those who are financially successful — not just the big wig Fortune 500 executives and celebrities, but normal people (remember Aimee?) — you will find they share one thing. It’s not a…

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Limiting Belief #5: You Have to Lie, Cheat, and Take Advantage of People to Become Successful

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Remember that 1980’s movie, Wall Street, with Michael Douglas and Charlie Sheen?  The tagline for the movie was, “Every dream has a price.” Michael Douglas played Gordon Gekko, a high-powered uber-broker and investor who was ruthless, greedy, and would do whatever it took to make a buck. He lies, cheats, breaks the law, and uses…

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Limiting Belief #4: If I’m Financially Successful, I’ll Be Working So Much I Won’t Have Any Time with My Family or My Hobbies

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We all know somebody who “has it all.”  He has the fancy job, the nice car, the big house, and the respect and power all of the trappings of success provides. He also has a cheating spouse, kids in rehab, a $1,000 a week psychiatrist bill, and a bottle of sleeping pills next to his…

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Limiting Belief #3: Small Actions are Insignificant and Don’t Produce Big Rewards

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Have you ever thought the following? I won’t go back to school until I can go full-time. I won’t open that investment account until I have a few thousand dollars to invest.  I won’t start reading that book until I go on vacation and have a few days to finish it.  I’m not going to…

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Limiting Belief #2: Getting By Is Good Enough

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This is one of the most debilitating beliefs you can have.  You get exactly what you are willing to accept. If you accept mediocrity, you will surely get it. Helen Keller once remarked, “Life is either a daring adventure or nothing at all.” It is easy to fall into the mental trap of mediocrity.  Because…

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Limiting Belief #1: No Matter What I Do, I Can’t Get Ahead

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Warning: This belief is extremely dangerous to your wealth and is guaranteed to cause financial paralysis. It would be easier to sprint to an Olympic gold medal while carrying a bag of groceries than it would be to succeed financially with this debilitating mindset. Like the massive elephants secured by a tiny rope, people who…

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The 7 Most Common Limiting Financial Beliefs

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Eliminate Limiting Beliefs I’ve bought several used cars in my life, and I learned an important lesson early after making a big mistake. I did my research. I looked through the paper and auto magazines. When I saw an ad for the car I wanted at a local dealership, I called them and they invited…

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