top of page
Your online source for Purpose-Driven Finances
(things I wish I knew and had access to when I was a client)
Visit and Subscribe to the "Why Didn't Anyone Tell Me This Before??" Newsletter on Substack
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.
When Do You Need a Will?
Cycles of Investing
Stay Safe with BOP
4 Elements of an Estate Strategy
Charitable Giving: Smart from the Heart
Power of Compound Interest
Facts About Income Taxes
Let's do this Together
Schedule for a 30-min discovery meeting
bottom of page