Oct
08

Not All $1 Million is Created Equally

posted on October 8th 2019 in Your Financial Advisor with 0 Comments

Aerial view of the New York City skyline near Midtown

Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit short-sighted; not knowing the kind of life you desire, or where your journey is headed, […]

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Sep
24

The Lightbulb Moment that led WorthPointe’s Founder To His Entrepreneurial Dream Life

posted on September 24th 2019 in WorthPointe News & Your Financial Advisor with 0 Comments

Business partnership coworkers writing cost work progress and using a tablet to analysis graph company financial budget report and planning for future in office room.

John Chapman, financial advisor and WorthPointe partner, interviewed our founder Christopher Van Slyke on his podcast, “The John Chapman Show.” This episode highlights the wealth management journey of high-earning millennials and their mentors. In this interview, John discusses Christopher’s “dream life,” living in Wyoming and working remotely with a flexible schedule. They talk about how […]

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Sep
15

When Should I Exercise My Stock Options?

posted on September 15th 2019 in Your Financial Advisor with 0 Comments

Pen with business report on financial advisor desk. Concept of business planning , accounting, analysis, business analysis

Wondering if you should exercise your stock options? What the tax implications of stock options are? Financial advisor John Chapman recently interviewed fellow University of Washington alumnus Vieje Piauwasdy, head of Tax Advisory at Secfi, to discuss stock options. You can tune in above. Vieje is a CPA who works with shareholders of Silicon Valley […]

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Sep
10

Managing Change: Equity Compensation and Benefits

posted on September 10th 2019 in Your Financial Advisor with 0 Comments

Workspace office leather dark desk table with computer, supplies and coffee cup.

Most people don’t like change, but it’s often inevitable. Entire books have been written about managing change, but my focus here is much narrower — how to manage your equity compensation and benefits (stocks, 401(k)s and insurances) when you get a new job, receive a promotion or make a job change. New Job Congratulations! Starting […]

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Sep
04

Focus on Your ROL

posted on September 4th 2019 in Your Financial Advisor with 0 Comments

Creative modern young business colleges searching for some new ideas while sitting in a coffee shop.

In my quest to constantly learn new ways to help clients, I occasionally come across something that makes so much sense — I wonder why I never thought of it. Such was the case when I was introduced to the term ROL (return on life) by Mitch Anthony, a well-regarded thought leader in the financial […]

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Aug
27

Financial Planning vs. Wealth Management — What’s the Difference?

posted on August 27th 2019 in Your Financial Advisor with 0 Comments

Business group brainstorming on meeting to planning project finance analyzing calculate with report document, stacking coins for step up growing business to profit and saving with wealth management

It really drives me nuts when financial planning and wealth management are used interchangeably, because the two disciplines require different skill sets and are appropriate for different people. In a nutshell, a financial planner will accompany you on your trek up the mountain — toward financial independence — while a wealth manager resides on the […]

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Aug
21

How Millennials Can Build their Dream Career

posted on August 21st 2019 in Your Financial Advisor with 0 Comments

Successful colleagues speaking about dream careers

  Achieving your dreams is possible with hard work. We built WorthPointe with that principle in mind. In his latest podcast, Orange County financial advisor John Chapman brings you guidance on how to scale your career, from wherever you are, from an industry expert. Whether you’re looking for a job or firmly committed to your […]

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Nov
29

Meet Our Advisors

We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]

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Mar
27

Protect Your Assets And Your Free Time

posted on March 27th 2018 in Your Financial Advisor with 0 Comments

Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]

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