Helping You Be Wealthy and Stay Wealthy

Promoting Positive Behavior to Make SMARTER Decisions and Live a SMARTER Life

Helping You Be Wealthy and Stay Wealthy

Promoting Positive Behavior to Make SMARTER Decisions and Live a SMARTER Life

Welcome to The Art of Thinking SMARTTM

Are you ready to make better decisions, maximize your potential, and live a SMARTER life?

Don’t wait any longer!

S - Start! Don't Delay.
M - Measure. Manage Your SMART Plan.
A - Accounts. Get them open and start funding them.
R - Rebalance. Reallocate Your SMART Investments.
T - Track. Monitor your SMART Plan.
E - Education. Continue to get SMARTER.
R - Readjust. Life happens, progress don't regress.

The Four Laws to Be Wealthy and Stay Wealthy

With today’s economy making it more difficult to pursue a profession and lead a less stressful life, it is becoming even more important to have the SMART skills needed to live the life you were meant to live.

mom-kids-sm2

SMART Personality

Your Wealth is interrelated to your habits and behavior.

course3sm

SMART Strategies

Your Wealth is built using a simple formula for financial freedom.

beach3sm

SMART Investments

Your Wealth must generate more Wealth using the three most powerful investments.

military_family

SMART Implementation

Your Wealth isn't built on knowledge, but disciplined action.

The Four Laws to Be Wealthy and Stay Wealthy

With today’s economy making it more difficult to pursue a profession and lead a less stressful life, it is becoming even more important to have the SMART skills needed to live the life you were meant to live.

mom-kids-sm2

SMART Personality

Your Wealth is interrelated to your habits and behavior.

course3sm

SMART Strategies

Your Wealth is built using a simple formula for financial freedom.

beach3sm

SMART Investments

Your Wealth must generate more Wealth using the three most powerful investments.

military_family

SMART Implementation

Your Wealth isn't built on knowledge, but disciplined action.

The Four Laws to Be Wealthy and Stay Wealthy

With today’s economy making it more difficult to pursue a profession and lead a less stressful life, it is becoming even more important to have the SMART skills needed to live the life you were meant to live.

mom-kids-sm2
mom-kids-sm2

SMART Personality

Your Wealth is interrelated to your habits and behavior.

course3sm
course3sm

SMART Strategies

Your Wealth is built using a simple formula for financial freedom.

beach3sm
beach3sm

SMART Investments

Your Wealth must generate more Wealth using the three most powerful investments.

military_family
military_family

SMART Implementation

Your Wealth isn't built on knowledge, but disciplined action.

Get ATS Updates in Your Inbox!

Get the latest from the ATS blog delivered right to your inbox!

The Latest from ATS

SMART Ways to Avoid Burnout

4 SMART Ways to Avoid Professional Burnout

Being a successful entrepreneur takes hard work. There’s always plenty to do, and the competition isn’t going to ...
Read More
Tips To Save Money At The Pump
Tips For Couples Talking Finances

Tips For Couples Talking Finances

 Finances are an important but often neglected topic in relationships. Studies have shown that money is the No. 1 reason why couples argue, yet talking about it is surprisingly a low priority. According to Fidelity Investments, less than half of couples manage household finances together and only 38 percent talk openly about retirement planning. It…

Putting The 80/20 Rule To Work For You

"David Chang is a business genius and guru. I had a ringside seat and watched him write the kernel of his business plan on a single page of notebook paper while we were both deployed to Iraq. His vision, ethic, passion for excellence and an unbridled commitment to work hard for his customers and stakeholders turned that kernel into a burgeoning enterprise. Follow his advice, it will lead to success!"

Ray Santillano

MBA, DFMCP3

Need Advice?

If you need help to get your finances, life, business, organization, or relationships in order, then I can help.

Let's Chat
cup on books

Recommended Resources

Part of SMART Thinking is using and leveraging the skills and expertise of others. I put together this page to give you the resources I use and what I recommend. I will update this page over time so please bookmark it and check frequently!

Check Them Out!
Top Financial Advisor Blogs And Bloggers – Rankings From Nerd’s Eye View | Kitces.com

Get ATS Updates in Your Inbox!

Get the latest from the ATS blog delivered right to your inbox!

Contact Us

  • This field is for validation purposes and should be left unchanged.
Top Financial Advisor Blogs And Bloggers – Rankings From Nerd’s Eye View | Kitces.com

Get ATS Updates in Your Inbox!

Get the latest from the ATS blog delivered right to your inbox!

Contact Us

  • This field is for validation purposes and should be left unchanged.