Rekindle a Relationship
Rekindling a relationship is one of the most powerful, heartwarming things you can do to Maximize Your Return on Life.
Maximize Your Return on Life Workshop & Luncheon
Shari’s book, Maximize Your Return on Life, has helped countless people learn how to invest their time and money in what they value most. Join us on 10/26 for a workshop where you will explore your early and profound memories of money, identify your Core Values, and the key to financial happiness.
Setting SMART Financial Goals
SMART stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. By applying these metrics you can create a simple plan for successfully achieving your financial goals.
Communities
Communities are a key part of your life’s portfolio, and essential to Maximizing Your Return on Life. Can you add a new one?
Claim What Is Yours
Illinois is holding more than $3.5 billion dollars in unclaimed funds. Does some of that belong to you?
Is Going Green One of Your Core Values? Consider Investing Green.
Is sustainability one of your Core Values? Here's how to add a green approach to investing.