In between Holiday parties and family gatherings, I'm encouraging you to set aside an hour or two to take a look at where you are money-wise...

I can imagine what your inner voice might be saying...

"Oh no! I don't want to go there. The economy / market has decimated my portfolio and it's hopeless to even think about my financial future now."

I'd like to challenge this thinking (not that you've had any thoughts like this, mind you).

Now's the perfect time to remember that:

You are not your portfolio.

No matter how tough things may be, think about 3 things you are grateful for. I bet you they have nothing to do with money.

And, it's time to remind yourself of how resourceful you truly are...and make a point to sit down with yourself (and your significant other if you have one) and take a look at where you are and where you want to go with your life. Then think about how much money and other resources this will take.

I'd like to hear from you about how you take stock of your life and finances. Do you do it every year? If not, why not? What helps you make a plan? What helps you stay on track?

Need a little encouragement? As part of my holiday tradition, I want to give back.

Starting today, through January 31st, 2009, I'm doing 1 hour complimentary consultations on your wealth plan (on a first come, first served basis). Just fill out the short form below and request time with me. Or, call my office at 303-443-3370. I'd like to hear from you.

Merry Christmas, Happy Chanukah, Happy Holidays! May you and your loved ones be blessed with ease and greater prosperity in 2009.