Your Financial Freedom Roadmap
A guide for every stage of life Do you need a wealth advisor? We can all use sound financial advice, but we don’t all need a professional to manage our resources. That’s why I put together a Financial Freedom Roadmap to help you have a clear path forward—one rooted in wisdom, discipline, an …
Health is Wealth
Live with vibrant health, abundant joy, and unshakeable peace by Michelle Ogden, CFP®, CRPS, CKA®, Founder & CEO, Wealth Advisor As a wealth advisor, a big part of what I do revolves around managing money. But true wealth goes far beyond the numbers on your financial statement. It inclu …
Overinsured, Underinsured, or Just Wasting Money? Why an Annual Insurance Review Matters
Breaking down an annual insurance review to bite-size pieces you can chew When it comes to wealth management, insurance isn’t the most exciting topic, but it’s important. As our lives change, our insurance needs change. That’s why an annual insurance review should be part of your financial …
When It’s Time to Stop Saving and Start Spending
As a wealth advisor, much of my time is spent helping my clients prepare for retirement, and a big part of any retirement plan includes saving and investing.
I Wrecked My Bike and It Wrecked Me, in the Best Way Possible
An accident and unwanted surgery released me from my own personal prison of unrealistic expectations. February 1, 2025, was a beautiful Saturday. I read in Christian Business Almanac that it was Bike to Work Month. Knowing I would soon be moving far from the office, I thought, “What a great …
Together by Design: Aligning Your Dreams and Dollars for a Meaningful Retirement
Retirement is a major life change. When you prepare for retirement as a couple, whether you’ve been married for a few years or many decades, be sure your dreams and resources are aligned so you’re both moving in the same direction.
Final Stewardship Decision: Choosing the Right Executor/Personal Representative
A critical element of estate planning is selecting the right person to administer your estate. When we think of estate planning, our focus is often on taxes, bequests, and asset distribution. But an equally important decision is who will carry out your wishes when you die.
Your Path to Flourish: 10 Areas Where Great Advice Makes the Difference
“You are the average of the five people you spend the most time with.”
Managing Yourself When You’re Overwhelmed
Will what you’re doing today matter five years from now? You’re overloaded and exhausted. You’re drowning in things to do. Business might be great, but you’re struggling. Your relationships are suffering, you’re neglecting your health, and you know life is not supposed to be this way.
Beyond Long-Term Care Insurance: Building a Comprehensive Plan
Most conversations about long-term care planning focus on insurance that’s designed to cover—or at least mitigate—the cost of care. That’s important, but is it enough?
