What Matters / Author / Laurie Adams

Laurie Adams

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.

Choosing Where to Dwell: Finding Balance Between Fear and Gratitude

Life & Money

Choosing Where to Dwell: Finding Balance Between Fear and Gratitude

Expanding Wealth Consciousness

Life & Money

Expanding Wealth Consciousness

Living in Abundance

Future Planning

Living in Abundance

Continuing Trusts: Protecting Family Assets for the Next Generation

Future Planning

Continuing Trusts: Protecting Family Assets for the Next Generation

Investing with Purpose: How to Align Your Money with What Matters Most to You

Life & Money

Investing with Purpose: How to Align Your Money with What Matters Most to You

What is on your altar?

Life & Money

What is on your altar?

What is in focus for you in 2025

2025 Year-End Financial Checklist

Financial Planning

2025 Year-End Financial Checklist

8 Important Financial Moves to Make Before the Holidays

Money can be Life-changing

Life & Money

Money can be Life-changing

Estate Planning 3-Ring Binder

Future Planning

Estate Planning 3-Ring Binder

How to Create your own Digital Estate Plan

Future Planning

How to Create your own Digital Estate Plan

What issues should I consider when getting married?

Life & Money

What issues should I consider when getting married?

Living Internationally - Your Investment Accounts

Future Planning

Living Internationally - Your Investment Accounts

Living Internationally - Managing Taxes

Future Planning

Living Internationally - Managing Taxes

Thinking about making Mexico your home?

Future Planning

Thinking about making Mexico your home?

International Living - Expats and Money

Unleashing your Financial Potential: The Coach’s Approach

Life & Money

Unleashing your Financial Potential: The Coach’s Approach

Discover your Financial Journey

The JOY of Tax Planning

Financial Planning

The JOY of Tax Planning

Opportunities for building wealth

Nesting and Settling: "Never Settle"

Life & Money

Nesting and Settling: "Never Settle"

Do you have a current Estate Plan?  If not, put this project on your priority list.

Future Planning

Do you have a current Estate Plan? If not, put this project on your priority list.

It's called the Secure Act

Financial Planning

It's called the Secure Act

Making your retirement better

Enough!!!

Life & Money

Enough!!!

Simple Living

Life & Money

Simple Living

Minimizing to be able to see our treasures more clearly.

Are you taking the best possible care of your 401k/403b?

Financial Planning

Are you taking the best possible care of your 401k/403b?

What is your Money Story?

Life & Money

What is your Money Story?