More than money:
Coming March 2023

Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.

"Forget the textbooks, this is what happens in the real world" - Morgan Housel

Free Book Offer!

I've written (one chapter of) a book! Along with some fellow financial planners, we've contributed stories of real, comprehensive financial planning - something many people have never experienced.

If you'd like to support our project, here's my offer. Pre-order a copy of the book, send us a copy of the confirmation and your mailing address, and we will mail you a free copy to share with a family member or friend!

    We respect your privacy. Unsubscribe at any time.