
#6 All the Other Things To Consider
A series about the 6 key things to consider before you retire: The other things you may have not considered.
#5 Long-Term Planning Issues
A series about the 6 key things to consider before you retire: Long-Term Planning.
#4 Tax Planning Issues
A series about the 6 key things to consider before you retire: Tax Planning.
#3 Asset & Debt Issues
A series about the 6 key things to consider before you retire: Asset & Debt Planning.
#2 Healthcare and Insurance
A series about the 6 key things to consider before you retire: Healthcare and Insurance Planning.
#1 Cash Flow
A series about the 6 key things to consider before you retire: Cash Flow Planning.
How the restaurant business taught me how to be a great Financial Advisor
The lessons I learned in the restaurant industry shaped how I guide my financial planning clients today.
Why I Open My Financial Planning Software to Everyone
I believe that model is broken, and it puts unnecessary barriers in front of people who are ready to take control of their finances.
Introducing Prosperity Financial Planning
I’m excited to introduce Prosperity Financial Planning. Gain financial clarity, confidence and freedom.