Have you had your online protest of property tax value denied by the Central Appraisal District? Don’t give up! We strongly encourage our clients to protest their property tax values every year. Assuming you’ve filed a protest and are awaiting your hearing, the following tips from our president Mark Pickle could prove helpful in your quest to minimize your property …
Coaching Your Financial Habits
Ever wondered why financial habits are sometimes hard to change? Maybe you don’t need convincing, and you understand the mathematical or logical reason behind the need for change. The problem is in the doing it by growing good financial habits. Here’s why: the pain of the problem (i.e. bad habit) has yet to exceed the perceived pain of the solution (i.e. …
Are you financially proactive?
Steven Covey, in his best seller 7 Habits of Highly Effective People writes that the in order to be effective, you must “Be Proactive.” Don’t blame others for your behavior. Instead, focus your time and energy on things you can control. PREPARE(proactive) VS RESPOND(reactive) In counseling, the proactive coping approach denotes behaviors in which one will prepare for an event …
Fitness and Financial Discipline
Ever wondered why financial discipline is difficult? I mean, you KNOW you need to change. But….the problem is in the doing the change. Here’s why: Financial discipline: the pain of the staying the same > the pain of change I see this a lot in physically fit athletes. They’ve already passed the “perceived” pain threshold in their mind and have …
Seven Signs It’s Time to Buy A Home
Are you tired of “throwing away” your money through renting? Do you need more room to grow? Have you been diagnosed with house fever? Then now is the time to buy a home! OR IS IT? Through years of working with clients and seeing both success and failures as they navigate the home buying process and its aftermath, we have …
Are You a Victim of Financial Self-Sabotage?
One of the biggest blocks to success is a client’s financial self-sabotage. As coaches, we’ve seen this happen. Financial self-sabotage slows if not stops the progress toward financial goals. Self-sabotage includes keeping secrets from your financial coach, your spouse, and even yourself. CONSIDER…. I have a fitness coach whom I hired to get me in shape. I do all the …
The Simple Millionaire Mindset
Recently we’ve encountered a trend among a sizable percentage of clients and non-clients alike. It’s an attitude toward cash inflow that I’ve seen many times before but seems even more prevalent in today’s economy. The Millionaire Mindset is the idea of paying others ahead of yourself, or better put, the “omission” of paying yourself first. You’ve heard us label …
What are the purposes for recurring monthly sessions with a financial coach?
Would you be surprised to know that our most successful clients have monthly sessions? There are four main reasons why they are committed to staying engaged with us in the form of monthly sessions: 1. Monthly sessions inspire the discipline to create/set up the plan for the next inflow of cash. If you’re following financial “best practices,” then every month, each …
What Financial Health Means
Financial Health definitely involves a budget. What are the first thoughts that come to mind when you hear the word “budget?” Restricted. Cut. Limit. Ugh. I mean, budgets are made to restrict my spending, cut certain expenses completely, and severely limit other spending areas, right? Like the word BUDGET, the word DIET also has a negative connotation. In fact, now …
Protesting Property Taxes, Part 3 — Arbitration
If you are unsuccessful in your ARB protest, the next step in the appeals process is to request Arbitration from the State Comptroller’s office. For some folks, just the word arbitration brings negativity and fear. Don’t worry. We are here to assure you arbitration is not difficult. In 2015-2019, I (Mark) went through the arbitration. I have discovered that the …
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