Managing your Money: What matters most
KNOW THAT YOU ARE LISTENED TO, DIALOG, LEARN, TAKE THE LEAD
Living into what you value
In our planning process, a key question is: ‘Does this support the life you're trying to create?’
This blog is my take on living into my values.
![Thinking about making Mexico your home?](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3aed4a66ed74e257a609085731913cd2877ac39f-629x839.jpg&w=3840&q=75)
Planning
Thinking about making Mexico your home?
International Living - Expats and Money
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
06/03/2024
![Unleashing your Financial Potential: The Coach’s Approach](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Faf4270c77845fbacdb5715a5cfb97312b0d31524-1800x1200.jpg&w=3840&q=75)
Planning
Unleashing your Financial Potential: The Coach’s Approach
Discover your Financial Journey
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
04/09/2024
![The JOY of Tax Planning](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F83a4f50b3680d986a4dd12b00905ba1a888f159c-5662x2929.jpg&w=3840&q=75)
Planning
The JOY of Tax Planning
Opportunities for building wealth
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
12/01/2023
![Why did we end up HERE?](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F82ee3998f584bd76413ce9d3ee654c559724f8d1-412x428.jpg&w=3840&q=75)
Living
Why did we end up HERE?
![John Mortola](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F96a7ee9a57e8ac7be9d47d90f22859f08dab72d1-375x540.png&w=64&q=75)
John Mortola
10/20/2023
![Nesting and Settling: "Never Settle"](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Ff5450e6377f382b57a72b4726ccbc913d5e3d421-444x458.png&w=3840&q=75)
Living
Nesting and Settling: "Never Settle"
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
10/16/2023
![Do you have a current Estate Plan? If not, put this project on your priority list.](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Fd67f0adf633478e41c5fdc446b531b7225c71c7a-1200x800.jpg&w=3840&q=75)
Planning
Do you have a current Estate Plan? If not, put this project on your priority list.
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
09/25/2023
![It's called the Secure Act](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F52e0c62931e3f3758cd3bdebae85590d138ade75-700x400.jpg&w=3840&q=75)
Planning
It's called the Secure Act
Making your retirement better
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
09/05/2023
![More than Enough!](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Fdcc113ceff8e54a0860730cbaf478202079da94c-415x921.jpg&w=3840&q=75)
Living
More than Enough!
![John Mortola](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F96a7ee9a57e8ac7be9d47d90f22859f08dab72d1-375x540.png&w=64&q=75)
John Mortola
08/21/2023
![Tesla Nomad](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F34644e2e2008866aadd093ace13604effaab6d2f-586x672.jpg&w=3840&q=75)
Living
Tesla Nomad
![John Mortola](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F96a7ee9a57e8ac7be9d47d90f22859f08dab72d1-375x540.png&w=64&q=75)
John Mortola
08/21/2023
![Enough!!!](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Fe7813f7de035793972de9324880361dc4655e98a-687x686.png&w=3840&q=75)
Living
Enough!!!
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
08/09/2023
![Simple Living](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2Faddc00e6b1475b127e696b7aaad9092df8820638-582x436.png&w=3840&q=75)
Living
Simple Living
Minimizing to be able to see our treasures more clearly.
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
07/15/2023
![Are you taking the best possible care of your 401k/403b?](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F53c7bd3ef8b86d757a4d3a89ee973884f6b341e1-600x400.jpg&w=3840&q=75)
Planning
Are you taking the best possible care of your 401k/403b?
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)
Laurie Adams
06/12/2023
![What is your Money Story?](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F44e07789d5c0aac22d671a2b1a4f3ea08e62fbe3-378x275.png&w=3840&q=75)
Planning
What is your Money Story?
![Laurie Adams](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F8ytm5qsp%2Fproduction%2F3204b50143fda111b5d7887dbcdd6293feea2319-200x200.jpg&w=64&q=75)