Independent Advisor Insights: Building Trust and Tailored Strategies
When people think about financial advisors, they often picture a big firm with a big name, maybe even a fancy office with glass walls and high-rise views. And while there’s nothing wrong with that, it’s not the only way financial advice can be delivered. In fact, more and more advisors—including myself—have chosen the independent route. […]
Faith, Values, and Finance: Aligning Investments with What Matters Most
When most people think about financial planning and investing, they picture spreadsheets, stock charts, or news headlines about the markets. And while those things are part of the process, I’ve found that real financial planning goes much deeper. At its core, it’s not just about the numbers—it’s about what matters most to you and your […]