Success Story: Mission Impossible

Success Story: Mission Impossible

“Athena HELP!” was the email subject line The roof of Joe’s rental property was leaking and needed to be replaced. The price tag was a hefty $25,000! He is recently retired, and his credit cards were maxed out, so he couldn’t use his cards to pay for the roofs. With...
Quote of the Week: The Big Secret To Success

Quote of the Week: The Big Secret To Success

I’m sure you can relate: deadlines, stressed out co-workers and colleagues, traffic, everyday pressures that can make any sane person lose control of their mind and emotions. After 28 successful years in a very high-pressure industry, I’ve learned that tranquility is...
Economic News This Week

Economic News This Week

It was a light week in economic news. Thursday the PPI (producer price index) was unchanged with the core number up 0.1%. Friday the CPI number was announced up 0.2% with a core rate of 0.2%. This after 2 months of big increases was helpful to soothe worries of...
A Success Story in San Francisco

A Success Story in San Francisco

This week we had the great joy of helping a newly minted doctor get approved to buy her first home in the impossible to afford San Francisco area! She had given up hope before being referred to us by her realtor. The local big banks and her credit union told her that...
Quotes of the Week: Compassion

Quotes of the Week: Compassion

If you have been in my office, you have probably seen the statue of Quan Yin, the Bodhisattva of Compassion and Mercy. She sits at the top of my tall bookshelf. It might seem surprising that a finance professional would have a religious statue in her office, but I...