Author archives for Paul West

    Glad I Did vs Wish I Had

    Blog

    Glad I Did vs Wish I Had

    Published by Paul West We’ve all been there. Something we wanted to do in our lives we let time go by and we missed it. Family trip. Drink with a friend. Kid’s school program. Why does this happen? It’s simple. I’ve experienced it too. We end up always trying to do too much.

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    What My 10 Year Old’s Soccer Team Taught Me about Planning

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    What My 10 Year Old’s Soccer Team Taught Me about Planning

    Published by Paul West | @PaulWestCoach I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my …

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    Why You Should Know Your Family Index Number

    Blog

    Why You Should Know Your Family Index Number

    Published by Paul West You can’t get to your destination if you don’t know where you are going. What is asset management? When you think about asset management, most people immediately think it’s all about how a wealth advisor invests your money.

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