Balancing Parenthood and Financial Planning
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what…
The Top 3 Lessons I’ve Learned Over the Last Year
Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative,…
What Do Firms Really Look For in a New Hire?
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to…
Solving Problems Both Big & Small
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save…