Content Tagged: Financialoscopy

What are your financial fires?

What makes great companies great? Costco’s core principles speak to me. What if the secret to doing business right, isn’t complicated strategies, but instead four straightforward rules that put people and integrity first? Here’s how their rules relate to our unbreakable compass. What core values may your financial life be missing?

Intellectual Property – The Unfair Advantage the Financialoscopy® provides.

See How a Classic Board Game Perfectly Captures the Unexpected Twists of Retirement.

Traditional finance obsesses over numbers and never having enough. Financialoscopy® flips the script—your money now answers to 15 non-negotiable values. Discover them here and align yourself with what actually matters… or you could simply keep playing the same empty game.

Ever ordered exactly what you wanted for breakfast—only to get something completely different? One simple mix-up reveals why true listening is the key to getting what you actually asked for, especially when planning your future. Discover why the Financialoscopy Team doesn’t accept “close enough”.

Why Your Financial Future Deserves a Human Touch

What if the financial plan you’re using is like that “perfect size” suit you grabbed off the rack—close, but not quite right?

We are not the support team if you want to win the Tour de France. As a child, you probably fell from your bike, scraped your knees and simply wanted to be told, that you would be okay. As adults, that’s our goal – to create The Wonderful World of being Okay.

Ever thought a simple bathroom fixture could save your financial future?

Are you chasing a world of winners and losers? Perhaps you should consider entering the wonderful world of being okay.

Ever feel as if your world has gone upside-down?

As with life, are you seeing all things regarding your money?

Are you looking for a quick fix or a long-term fix? 

Three words. Here’s what we do, in three words.

Moderation isn’t about holding back—it's about finding the perfect balance between indulgence and restraint.

Could you be making a 30-year mistake?

How do you really know that you're financially healthy? Are you relying on machine outcomes or manual outcomes?

Are you house-focused or home-focused?

Can anyone really provide an unbiased opinion?

For the trip of a lifetime, have a guide alongside you to help you to your destination.

Take some advice and listen to the Cheshire Cat.

Butter knives or Screwdrivers – Which tool do you use?

What if your financial review wasn’t really about your money—but about your life?

What are the four questions you need to answer?

Nate Becker introduces you to one of the Financialoscopy® Tools used in the lab.

Some ‘-OSCOPY’ prep is a royal pain in the…. (Can I say that in an email?). Nonetheless, let’s talk about it.

Have you ever watched Bob Ross? Today’s video stars our very own -Jenn, painting happy little dollars.

Are you missing life’s musical BEAT, or are you being driven by it?

Ever wondered if your big life decisions are as fleeting as swapping hats, temporary like a bad haircut, or permanent like a tattoo? Dive into this eye-opening analogy and see why "tattoo-level" commitment could supercharge your 2026 goals!

Are you getting tired of the same old advice like I am without an explanation as to the ‘how’?