Blog

Assessing Your Investment Risk – November 2016

Notes From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


Truth be told, investing has changed my life and the lives of my clients for the better. My advice to you: Don’t be afraid, be prepared!  There is no such thing as the perfect investment so before starting to invest, you have to ask yourself some questions:


Why are you investing?
Do you need current income (i.e., bond interest or CD’s) or are you saving for accumulation goals?

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Is the Mirror Broken, Or Am I? – September 2016

Excerpt From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


If you’ve ever been in a Fun House at a carnival or a fair, then you know how different you can look depending upon the mirror that you’re looking in. There are mirrors that can make you look 10 feet tall, or five feet wide. There are mirrors that contort your shape and proportions to the extent that you can hardly recognize your own reflection. On first glance, you know it’s you because you’re standing there and can recognize the clothes or shoes you have on, but everything else is so different, it is difficult to tell what’s real. In the Fun House, how you look in the mirror is not necessarily how you look in real life. The good news about these mirrors is that they are for entertainment purposes only – just for fun. The bad news is that some of us need to take a second look – because the distorted images we see reflected aren’t that far from the truth.

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Top 5 Reasons Change is a Challenge

Excerpt From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


The concept of Dollars + Change = Sense comes with nearly 30 years of combined experience in advising, consulting, counseling, and coaching. During this timeframe, we have worked with clients that were not willing to follow the recommendations we presented based upon their needs and overall goals. Just as some clients have chosen not to make the changes that are necessary to reach their full potential, you too will be faced with the decision to follow or not follow the principles that have been set forth in this book (The Financial Shepherd- Why Dollars + Change = Sense). The following list includes the top five reasons potential clients elected not to follow our proposed recommendations.

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Four C’s for Financial Success – June 2016

Excerpt From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


My spouse and I have different spending habits, how do we compromise and start communicating about money?


First, married couples should be aware that this is a common theme in marriages. When individuals marry after being independent for a number of years, their personal goals need to be readjusted from focusing on “me” to “we.” In my practice as a therapist, conflict involving money is the problem presented most often by married couples. Money is important in marriage but it should never be what a marriage is based upon. In fact, if the marriage is based upon anything other than Christ, the conflict will manifest itself through that substitute.

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Hope for the Best, Plan for the Worst – May 2016

Excerpt From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


Hope for the Best, Plan for the Worst focuses on the sometimes random, yet inevitable events in life that occur (illness, disease, disability, death) but are never fun to discuss. It is of the utmost importance that we prepare ourselves and others (those that we leave behind) for the perils and hardships of life that often create financial difficulty if not addressed. Unfortunately, many of us find ourselves in a reactive mode instead of a proactive mode; responding to the latest crisis instead of simply implementing the plans that we have already put in place in advance. What’s worse, when times are tough, we tend not to follow our faith, but rather our sight and circumstances.

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Financing Your Future

Excerpt From The Financial Shepherd

Why Dollars + Change = Sense by Glen Wright and Sy Pugh


If you plan to be financially independent, then you must plan to never run out of money, meaning that you have money left over (after you’ve met all your own financial obligations) that is passed on to family, friends, church and/or charity.

The key in making this plan successful is starting today – right now if you haven’t already. It doesn’t matter if you are 21 and just starting out in your career or 55 and well into your career and had a few bumps in the road. Take action now because you will never get this day back again!

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Women of Financial Character – March 2017

Women-Financial-Character

TIME

March 16th, 2017
6:00PM – 8:00PM

LOCATION

Conference Room
5600 77 Center Drive
Charlotte, NC 28217

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

A workshop to help start-up and established entrepreneurs examine the feasibility of their small business idea in the current market.

  • Business plan development
  • Legal Entity
  • Business Formation and Managing Risk
  • Assess your personal/ business report card
  • Tax strategies that are usually reserved for the ultra wealthy
  • Growing your business without diminishing your net worth

 

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Women Worth More – Valentine’s Day Luncheon – Feb 2017

Women Worth More

 

TIME

February 14, 2017
11:30AM – 1:30PM

LOCATION

Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

Dr. Kinneil Coltman

Dr. Kinneil Coltman
Carolinas Healthcare System

Biography
Nicole Martin

Reverend Dr. Nicole Martin
University Park Church

Biography
Nancy Arnold

Nancy Arnold
Counseling Private Practice

Biography
To Be Added

Detective Faye Strother
CMPD – Domestic Violence Unit

Biography

 

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Women Worth More – The Heartbeat of Our Community – Sept. 2016

Women Worth More

 

TIME

September 29, 2016
11:00AM – 1:00P

LOCATION

Levine Museum of the New South
200 E. 7th Street
Charlotte, NC, 28202

HOW MUCH

Free Event, Lunch included

RSVP REQUIRED

Register Now!

 

Jennifer Davis

Jennifer Davis
Jennifer P. Davis & Associates, LLC

Biography

Astrid Chirinos

Astrid Chirinos
Latin American Economic Development Corporation (LAEDC)

Biography

Dr. Heather Brown

Dr. Heather Brown
Women + Girls Research Alliance at UNCC

Biography

Jennifer Davis

Natalie Williams
Women’s Business Center of Charlotte

Biography

 

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She Flew The Coop – Brunch And Learn – July 2016

Brunch-And-Learn-Event

 

TIME

Saturday, July 16,
11:00AM – 1:30PM

LOCATION

Advent Coworking,
933 Louise Ave., Charlotte

HOW MUCH

$39 early bird until June 22, $49 regular pricing, Brunch included

RSVP REQUIRED

Register Now!

 

Host

Sarah Batista

Sarah Batista, Journalist and Founder, Stories to Inspire

Presenter

Glen Wright

Glen Wright, CEO Worth Financial

Panelist



Diane Peacock, Founder, Blue Lollipop Road

Panelist



Bianca Capo, CEO Capo Integrated Consulting

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