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Thought Leader
Been guiding the Certified Financial Planning Profession for 30 years.
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Integral
Integral Finance and Spiral Dynamics thought leader
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Author
Regular contributor to Financial Planning Magazine and other leading publications.
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Financial Planner
Been paving the way for the Financial Planning Profession for 30 years
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Speaker
Regular speaker at Financial Planning Association events nationwide
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Professional
Helping the financial advice profession know what it is to think… like a CFP®.
Is it Taboo for You Too?
Riddle me this: What is taboo yet essential to human function? Is everywhere but no object? Is intimate but avoided[...]
What’s It All About?
This business of “financial planning,†where are we heading? Unfortunately, we have been fussing at each other for as long[...]
Stingers and Barbs
It seems to me that one of the major problems with our current system is that all of our conversations[...]
Debt Ceiling Chicken
Well, here we are in early July with no budget deal in sight. The Dems want to keep the “social[...]
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