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Your online source for Purpose-Driven Finances

(things I wish I knew and had access to when I was a client)

Downloadable PDF

Job Interview

4 Questions to Ask When Interviewing a Financial Advisor

Take this PDF with you when you meet with a financial advisor for the first time


5 Qualities You Want in Your Financial Advisor

Download this infographic PDF to learn what you should be looking for in a financial advisor

Newsletter Articles
Visit and Subscribe to the "Why Didn't Anyone Tell Me This Before??" Newsletter on Substack

Jul 1, 2023: Why I Went Independent?

The difference between an institutional advisor and an indepedent RIA, and why I chose the latter


Jan 25, 2023: Unearthing Secrets: The Fascinating World of Bone Collectors

What you need to know before working with a financial advisor


Jan 12, 2023: Rebirth: The Epic Adventure of a Career Transformed

Join Me in Embracing Change, Tackling Challenges, and Achieving Success

Fun & Educational Videos
Here are some fun videos that will make you think about your own financial plan.  Reach out to us to discuss your specific situation.

General Investing

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Cycles of Investing

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What are Bull & Bear Markets?

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Power of Compound Interest

Purpose Mindset

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Focus on
Your Purpose

Small Businesses

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Stay Safe with BOP

Tax Planning

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Facts About Income Taxes

Estate Planning

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4 Elements of an Estate Strategy

When do you need a will?

When Do You Need a Will?

Psychology & Behavior

Behavioral Finance

Behavioral Finance

Charitable Giving

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Charitable Giving: Smart from the Heart

Extended Family

Let's do this Together

Schedule for a 30-min discovery meeting

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