- Financial Planning
The Value of Advice
I recently had the opportunity and privilege of sitting down with fellow CFP® and good friend Justin Castelli to “talk…
- Financial Planning
The Dose Episode 3 – Drs. Antonio Chirumbolo and Matt Geller of NewGradOptometry.com
On this first interview-format episode of The Dose, I have a great conversation with Drs. Antonio Chirumbolo and Matt Gellar…
- Financial Organization, Financial Planning
The Dose Episode 2 – Undressing Financial Services
Welcome to the first full episode of The Dose! For the first episode, the timing of when this was recorded…
The Dose Episode 1 – Welcome to the Dose!
Welcome to the first episode of The Dose! With this being the first episode, you’ll find that this one is pretty concise. My intention with this show is to share with you the following…
Your Pieces
Jigsaw puzzles date back to the eighteenth century (1760s) and originally started as an educational tool. John Spilsbury, an engraver and…
Let’s Define “Planning”
In working with clients for almost 11 years and creating financial plans for almost 100 clients, I’ve learned throughout the…
The Journey Begins
Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton
Top 5 Key Planning Considerations for Optometric Private Practice Owners
While we continue to work on the functionality of our site-hosted webinars, click on this link to access this webinar.
