Integrated Process Case Study #2

Integrated Process Case Study #2

In our last blog, we talked about how Crystal Financial uses an integrated process that involves looking at our clients’ situations holistically instead of just focusing on what we can do for them. This often involves asking a lot of questions, finding out information...
The Importance of Generosity

The Importance of Generosity

As the holidays approach, I often find myself writing about how to save money on gifts or how to enjoy time with family without breaking the bank. After listening to an interview with Bill High, co-author with David Green of the book “A Generous Life”, I...

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