December 16, 2020

A CFP® professional holds an expertise in financial and investment planning. Only 28% of financial advisors in the United States are CFP® professionals.

This helpful guide will share why working with a CFP® professionals is important.

December 10, 2020






A fee-only financial advisor is compensated only by clients. There are no hidden fees, including commissions for product sales or referrals.

This helpful guide will share why working with a fee-only financial advisor is important.

December 5, 2020

A fiduciary financial advisor is required to act in your best interest… but not all financial advisors serve as a fiduciary.

This helpful guide will share why working with a fiduciary is important and how to know if a financial advisor is a fiduciary.

January 2, 2020

2019 was an exciting year. We had several milestone moments, from new space discoveries and tech innovations to sports victories and stock market records.

As we close out this decade and look forward to a great 2020, let’s look back at the 25 most remarkable moments of 2019.

December 21, 2018

As an Austin fee-only financial planner, I am focused on making sure my clients are prepared financially for 2019. According to a Fidelity Investments Study, one in three Americans plan to make a financial New Year’s resolution for 2019. With an 18% increase from the 2018 study, Americans are getting serious about improving their overall financial picture. Whether you are living in Austin, TX or New York, NY, here are six financial New Year’s resolutions from an Austin financial planner to give you more peace of mind in the new year.