Books Fee Only Financial Guidance 
Your Richest Life
MAY 20, 2025
Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan. Specific financial guidance is not one-size-fits-all, so the tips you find online might not be right for your situation. For more information on the services offered, contact Katie today.
Nerd's Eye View
DECEMBER 12, 2023
Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households.
Sara Grillo
SEPTEMBER 26, 2022
If you are a financial planner and you’d like to learn how to communicate better… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.
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