Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When Success Creates a New Chapter

September 16, 2026

You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely on for answers. And somewhere along the way, your financial life changed too. Perhaps your income has grown significantly. Your business has become a valuable asset. You ...

5 Common Obstacles to Achieving Your Goals

March 23, 2023

Reaching your goals requires not only setting attainable goals and gathering the people and tools needed to accomplish them, but also understanding how to maneuver around obstacles along the way. …

WHEN BANKS FAIL: Weathering The SVB Collapse

March 13, 2023

Every year we do a market forecast where our first statement is: “This year we will be surprised by something we didn’t see coming, that no-one predicted”. Last Monday, if …

3 Steps to Effective Goal Setting

March 1, 2023

What do you want to accomplish? Successful goal setting starts with the answer to this question. But it doesn’t stop there. It also explores the obstacles you might encounter along …

A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity

February 9, 2023

Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute …