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South Burlington, VT

Value Creation Blog

The Dangerous Truth About Goals


I hate goals. Yea, I know we’re all supposed to love goals and be goal oriented for success. The truth is I did that game for years, and it never served me very well.

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Topics: transition planning, goals, goal mapping

4 Reasons You Must Do Scenario Planning - Video

We often think of scenario planning to be something that only businesses do.  Why don't you watch this five minute video and learn why scenario planning is just as important for individuals as it is for businesses?

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Topics: financial planning, transition planning, scenario planning

8 Transition Issues You Just Might Face And What To Do About Them

Here's the truth you'll need to face.  You are going to go through major transitions in your life.  It's not if, it's when.

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Topics: transition planning, transitions, life changes video

Transitions Cause Your IQ To Drop – Life Changes

blog_june_11All you have to do is have some real turmoil in your life.  If you’re going through a divorce, your IQ drops.  You’ve just gotten fired from your job, your IQ drops.  Your spouse just died, yup your IQ drops.

You get the idea - tension and IQ enhancement don’t go well together.  So what does all of this mean?

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Topics: financial planning, transition planning, IQ

A Mentor Is A Good Thinking Partner

thinking_partnerI spend a lot of my time acting as a coach with various people. Sometimes it’s a formal coaching relationship and sometimes it’s just a result of having a conversation about a goal or outcome. In both cases I find one of the important roles I play is that of a thinking partner.

A thinking partner is someone who helps you think through what’s going on in your life. I’ve found that when I play the role of a thinking partner lots of interesting things happen.

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Topics: communication, personal value, asking why, transition planning

6 Things You Need To Tell Your Family – Wealth Management


Here’s a sad fact: you’re going to die. I know it’s probably not today, and hopefully not for a very long time. For me, it seemed like it could have been pretty close. As it turns out, five years have gone by and I’m still kicking.

When I thought I might have a limited amount of time l

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Topics: communication, financial planning, wealth management, transition planning, family

Saying No Is About Creating Boundaries

no-thank-youWhen your life changes because you get divorced or someone close to you dies your life is turned upside down. You’re going to be asked to do things and make decisions that you probably never had to make. You might even want to always say yes.

Saying yes may have served you well in the past. You’ll want to think before you continue saying yes to all the requests and decisions you’re going to have to make.

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Topics: communication, transition planning, commitment

5 Reasons Change is Difficult

change2-resized-600I know you don’t like change. You’re not much different than most people I see. Change is uncomfortable. You like how your life is and even if you know change is what you need to do, you’re still going delay.

This seems to be human nature. We all like to believe we don’t like change. At the same time we get pretty good at it once we start. Here are some things that might be keeping you from doing what you know is in your best interest.

You’ve spent lots of time and effort getting to where you are.

All of us have learned certain things during our life. We’ve probably even gotten pretty good at doing many of these things. Sometimes the things we’ve learned aren’t able to help us move forward in what we want in life. Sometimes it’s time to learn something new.

In 1995 when I was 44 years old I decided the food service business was not the best place for me. I sold my business and had to learn a bunch of new skills. I spent the next four years getting all sorts of licenses and certifications. This work has allowed me to have a career that has turned out to be much more satisfying than running my vending company. Had I not dumped the twenty years of experience and learned new things I never would have had the pleasure of doing what I do now.
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Topics: transition planning, Change

My New Favorite Word - Priage

next steps I bet you’ve never seen the word priage before.  I hadn’t either, that is until a couple of weeks ago.  When I first saw it, I sat there and scratched my head for a while, and then I got it:  Priage is the other end of triage.  It’s what you do when you know you’re going to have a transitional event, but it just hasn’t happened yet.

Why priage can save you a lot of pain.

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Topics: transition planning, Change, disaster plans

5 Decisions You Need To Make

transition planningMost of us don’t want to deal with end of life issues.  After all who wants to contemplate death and how we’re going to leave the world.  If you decide this is your strategy, I encourage you to think again.  You might want to think about taking a different action on these five issues.

Understand and communicate the type of treatment you want.

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Topics: end of life, communication, transition planning

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