Insights

Principles in Practice: Think Beyond Yourself  March 7, 2013 by Matt Syverson, CFP®

Dave understands people, and so do we! Entreleadership® is a combination of being an entrepreneur and leader, which is defined as the process of leading in order to cause a venture to grow and prosper

Creating Your Life Purpose Statement  March 4, 2013 by Matt Syverson, CFP®

Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft y

Principles in Practice: Have a Long-Term Plan  February 28, 2013 by Matt Syverson, CFP®

We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl

What is a Life Purpose Statement and Why Should You Have One?  February 26, 2013 by Matt Syverson, CFP®

When starting a business, one of the first things you do is draft your business plan. One of the primary components of your business plan is your mission statement. Your mission statement should give

Principles in Practice: Think Beyond Yourself  February 21, 2013 by Matt Syverson, CFP®

One of our generous clients exemplified this principle when she helped a person with a severe need for a dental repair.  It was her local handyman, who was a very hard worker, but rarely smiled due to

When to Hire a Financial Advisor  February 19, 2013 by Matt Syverson, CFP®

While there are many reasons a person should seek financial counsel, one thing many of our clients share in common when they initially come to us is the need for help navigating some sort of life chan

Principles in Practice: Avoid the Use of Debt  February 15, 2013 by Matt Syverson, CFP®

Sound Stewardship congratulates one of our client families who recently paid off $125,000 worth of credit card balances and a 401(k) loan in 3 years!  It wasn’t easy, but they stuck to the plan and ar

Taking Back Your Calendar  September 15, 2012 by Matt Syverson, CFP®

While driving home from work the other day, I heard a statistic on the radio that made my heart sink.  While many of us have hundreds, if not thousands, of Facebook friends, Twitter followers or Linke

What Does it Mean to Live a Generous Life?  September 8, 2012 by Matt Syverson, CFP®

How do we define a generous life?  It will look different for each person, depending on the resources that God chooses to equip them with.  For Stanley Tam, it meant ceding the ownership of his busine

5 Keys to Unlocking Your Giving Potential  August 3, 2012 by Matt Syverson, CFP®

I read an article recently that stated that charitable giving is on the rise. Good news, right? The fact remains, however, that the average family in America gives only about 2-2.5% of their income to