Bucket List
Bucket List Financial Planning is the focus of this post. As we prepare to transition to another New Year, one good question to consider: What’s on Your Bucket List?
3 Investor Mindsets
An extreme downturn in the market can shake your confidence, but keeping your mind set on your long-term goals can help you weather the storm. Consider how these three investors—the Stalwart, the Reactor, and the Waffler—behaved during different market conditions over the course of 40 years
RightCapital BayRock Plan Setup
There are a few key steps in setting up your plan in BayRock and in this post, I’ll outline the steps and some information to help you get the most out of your experience. This article is intended for Students of Personal Finance at the Bauer College of Business at University of Houston.
The Blueprint for Financial Success
The Blueprint for Financial Success is a powerful tool designed to simplify the planning process while helping you connect your financial decisions with your vision, values, and purpose.
Financial Coaching for DIY Investors
Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.