Nov 24, 2021

Andrea Clark, CFP, joins us this episode to talk about her career journey as a military spouse, earning the AFC and CFP credentials, working as a base financial counselor, and ultimately launching her own financial planning firm. As a longtime military spouse and financial counselor for military families, Andie brings a...

Nov 17, 2021

While this might be a later stage firm topic, begin with the end in mind. True financial planning is always in service of the client and what’s best for them. Sometimes, you will encounter situations where a client wants or needs “X” and for whatever reason, you don’t do “X.”

A mismatch in communication...

Nov 10, 2021

Good financial planning is a team sport. Don’t go it alone but instead be intentional about building a support network around you! That involves family and your partner as well as friends, colleagues, peers, mentors, and more. In this episode, Forrest and Daniel talk about navigating your professional networks and how...

Nov 3, 2021

True financial planning goes beyond any one topic and holistic advice encompasses all aspects of financial health and wealth. In this episode, we talk about what that kind of planning looks like and how you can work to integrate all aspects in your work. Understand your competency and licenses so you don’t go beyond...