What if your financial life was full of purpose and contentment? A life where resources, instead of being a source of concern and worry, were connected to what matters most to you? It sounds beautiful, but is it even possible? Jim Munchbach believes it is, and in his book, Make Your Money Count: Connecting your [...]
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Presented by Gary Williams, CFP®, CRPC®, AIF® The sooner the better: it’s a saying that applies to many facets of life, including educating children about money. By introducing sound financial habits early on, you’ll give your child a head start on the path to becoming an informed investor. Here are some creative ideas, as well [...]
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It is difficult for me to overstate the impact FPA has had on my life and my career. The FPA Residency Program helped me put many pieces—purpose, motivations, service, and processes—together in a clear and compelling way. I became a Certified Financial Planner because I was frustrated as an insurance agent, and I wanted to [...]
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I became a CFP Professional because I was frustrated as an insurance agent, and I wanted to make more of a difference in the lives of my clients. By any measure, I had been successful. From my first year as an agent, I was one of the top 100 in my company in sales. That, [...]
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