What Matters / Topic / Planning
Planning
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
![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
![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)