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Estate Planning
How to Write a Legacy Letter: A Simple Starting Guide
A legacy letter is not a legal document. It is a way to pass on values, stories, and meaning. Here ...
Estate Planning
Family Love Letter vs. Legacy Letter: What’s the Difference and Where Should You Start?
Learn the difference between family love letter vs. legacy letter, and choose a simple first step that complements your estate ...
Estate Planning
Estate Planning Documents Besides a Will: What Protects Your Family in Real Life
Estate planning isn’t just a will. Learn the estate planning documents besides a will that protect your family during life. ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work