Your Richest Life

AUGUST 4, 2023

I also spend time offering financial counseling for women with the Gatehouse group , a local group that helps women dealing with hardships as they work toward permanent change. My family and I had lots of fun traveling this year, too.

Financial Planner

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners.

Financial Planning

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. Publishing more than 220 articles for the Your Richest Life blog.

Financial Planner

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. So, you start the blog in 2004, more or less. SETHI: The blog was not some master genius stroke. You’re like, I’m going to blog for 20 years and then Netflix is going to come along. So, I started a blog.

Accounting

Clever Girl Finance

AUGUST 15, 2022

Be open to financial counseling. That way, things don't get too overwhelming or stressful. Remember, it's a conversation, so be sure to listen to your partner's perspective, ideas, and thoughts as well. Doing so can help you to find common ground and be a team.

Communication

Fortune Financial

JANUARY 11, 2024

I have written a separate blog on choosing the best 401(k) plan for your employees and made several videos explaining and giving examples of the regulations and strategies for these types of retirement plans. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

Retirement Planning