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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


Unearthing Secrets: The Fascinating World of Bone Collectors

What you need to know before working with a financial advisor


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.

Behavioral Finance

Behavioral Finance

When do you need a will?

When Do You Need a Will?

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Cycles of Investing

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Stay Safe with BOP

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4 Elements of an Estate Strategy

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Charitable Giving: Smart from the Heart

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Power of Compound Interest

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Facts About Income Taxes

Extended Family

Let's do this Together

Schedule for a 30-min discovery meeting

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