The Difference Between Life Planning and Financial Planning
Andrea Millar, Founder of Andrea Millar Life Planning shares the five buckets that make up a successful life planning conversation.
A Roadmap to Financial Independence and Security
As a former ocean lifeguard in his youth, Joe integrates his first responder mentality and talks about what it means to be a life planner.
Building a Successful Planning and Investment Firm
It’s about understanding how your money fits into your overall life and ensuring that it aligns with your values and goals.