Integrating vision and values into strategic and tactical planning can be a real challenge. That’s because vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet they must be integrated in order to achieve satisfying results, they must be integrated. And one way to make this work particularly well is by starting a private foundation.

Are you an employee — and do you get a W-2 form?  If you do, you’re in big trouble, at least financially.  Read on to discover why that is and what you can do about it.
Here’s the reason why being an employee is not a good place to be in when it comes to finances:  [...]

Financial or business planning is at its most powerful when it is well integrated with one’s personal goals. And the ideal way to accomplish such an integration, at least for people with some degree of wealth, is starting a private foundation. Read on about why that is so, and how to go about it correctly.
Foundations [...]

How do you bridge the chasm between the personal and the professional? It may be challenging, but the results definitely make it worth the effort.  In fact, one thing that has never ceased to amaze me is how powerful financial or business planning can become when it is integrated with one’s personal goals.  Read on [...]

It can be challenging to integrate vision and values into strategic planning.  But it’s also very rewarding.  In a previous article, I described an example where “Dave” started a foundation to successfully integrate his values while resolving a major financial challenge.  Read on to discover the details and how exactly starting a private foundation was [...]

How do you integrate vision and values into strategic and tactical planning? That can be a challenge. Developing vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet in order to achieve satisfying results, they must be integrated. Here’s an example of how this can work.
Many months ago [...]