How To Avoid Succession Planning Disaster

Father with son on his shoulders standing in a grass field

One question that I get asked a lot is about how to avoid Succession Planning disaster.

I’ve seen a few disasters in my time, and it’s unfortunate.

Often, it’s those situations where family members are no longer talking.

Habits Can Make Or Break Us

Man standing on top of a mountain overlooking the horizon, celebrating success

Habits Can Make Or Break Us Today I want to share the habits that shape my day as a Financial Planner and Business owner. Below you’ll find some interesting points on how our habits can make or break us, including tips on creating better habits, links to two good books, and a glimpse into my […]