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Resources
Your online source for Purpose-Driven Finances
(things I wish I knew and had access to when I was a client)
Newsletter Articles
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.
Behavioral Finance
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

Questions?
Let's do this Together
Schedule for a 30-min discovery meeting
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