Book Cover

Great By Choice by Jim Collins

Lisa HandleyBook

Why do some companies thrive in uncertainty, even chaos, and others do not? In “Great by Choice,” Collins and his colleague, Morten T. Hansen, enumerate the principles for building a truly great enterprise in unpredictable, tumultuous, and fast-moving times.

Book Cover

Family. Money. by Greg Wills, David & Parker, Terry & Sperry – National Christian Foundation

Lisa HandleyBook, Family Business Succession, Financial & Estate Planning, Investment Management, Money management, Relationships, Spiritual

Written from a Christian worldview, this book outlines the dynamics of family money & how to avoid the common pitfalls of wealth & inheritance. This is a thought-provoking book from 3 of the country’s leading experts on wealth transfer, David Wills, Terry Parker, and Greg Sperry.

The Good and Beautiful God

Lisa HandleyBook

We all have ideas we tell ourselves about God and how he works in our lives (or if he does). This book invites you to put your ideas to the test to see if they match up with what Jesus himself reveals about God.

Reflecting Through These Challenging Times

Lisa HandleyFinancial & Estate Planning, Freedom, Money management, WFL-3, Wisdom for Life

This blog is meant to encourage us to grow personally through the current pandemic. Unfortunately, tragic loss has been suffered personally by so many. We mourn with those who are experiencing such loss and recognize there is no benefit in your loss. One of my favorite speakers and authors, Andy Stanley, has a saying: ‘Pain with no gain is a shame’.

Why Your Spouse Is Your Most Important Financial Advisor

Lisa HandleyFEP-3, Financial & Estate Planning, Investment Management, Relationships

Your first thought when reading this title might be: “You obviously don’t know my spouse”.

We may not know your spouse but today we will provide insights based on our experience and on statistics that show couples who are both involved in their family finances will do best.

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How To Multiply Your Legacy By 2,000%

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, PLP-3, Relationships, Stewardship, Wisdom for Life

I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.