von Borstel & Associates

10/16/2026

Sometimes the smallest things tell you the most about a business.

Answering the phone. Knowing your name. Taking time to listen. Following through when you need help. These details matter, especially when it comes to your financial life.

In his latest blog, Wayne explains why genuine care and personal service should never go out of style. Read “Small Things Matter” to learn more.

🔗 vonborstel.com/blog/

10/15/2026

Our technology solutions allow for comprehensive preparation so that you can focus on what matters to you most.

Watch this video to learn more

Our technology solutions allow for comprehensive preparation so that you can focus on what matters to you most.

10/14/2026

At von Borstel & Associates, we help you shape your financial future with clear goals, intentional strategies, and long-term vision.

🌟 Let’s create the future you want—starting today.

10/13/2026

We win or lose with you! Call us today to start the conversation about creating a plan with you as the focus.

10/13/2026

Artificial intelligence can make life easier, but what happens when it begins doing too much of our thinking for us?

Dr. Sahar Yousef will explore how smartphones, social media, and AI are changing the way we focus, think, and connect with others. You will also learn why purpose, mindfulness, and even boredom play an important role in protecting your mind and living an intentional life.

Join us for this timely conversation and discover practical ways to stay engaged in a rapidly changing digital world.

📅 October 15th | ⏰ 6:30 PM | 💻 Online

Register today and invite someone who would benefit from attending. https://attendee.gotowebinar.com/register/1945241035570857055

10/12/2026

Is your advisor leading with a plan or just talking about investments?

Investments matter, but they are only one piece of your financial life. A strong financial advisor should begin with understanding your goals, family, income needs, taxes, estate considerations, retirement timeline, and the life you are trying to build.

Without planning, investing can become disconnected from what actually matters. 📌

Wayne shares a practical reminder about why financial planning should drive the conversation, not just investment performance.

If you want guidance focused on your full financial picture, contact von Borstel & Associates to schedule a free consultation.

10/11/2026

Are you focusing on what you can control? Call us today if you are ready to start creating a financial plan based on what you can control!

10/10/2026

Your phone does not need to ring or light up to affect your attention. 📱

Join us for Living Intentionally in the Digital Age with cognitive neuroscientist and UC Berkeley faculty member Dr. Sahar Yousef. She will share eye-opening research and practical strategies to help you reduce distractions, protect your focus, and use technology more intentionally.

Clients, prospects, friends, and family are welcome. Register today and learn how to make technology work for you, rather than allowing it to control your time and attention.

Register today: https://attendee.gotowebinar.com/register/1945241035570857055

10/10/2026

Is your financial planner helping you be your best? Call us today to learn more about the von Borstel & Associates process and what makes us different!

10/08/2026

Are you spending too much or holding back so much that you are not enjoying what you have worked for?

In financial planning, the answer is rarely black and white. Some people need help controlling their spending, while others may need encouragement to enjoy more of what they have built.

The goal is not simply to tell clients what they want to hear. It is to understand their circumstances, establish reasonable boundaries, and help them make choices that support both their life today and their financial future.

Watch Wayne’s full video to hear why helping clients pursue what is truly best for them can sometimes lead to difficult conversations.

Need help finding the right balance between enjoying life and protecting your future? Contact von Borstel & Associates to schedule a conversation.