Excellent video that summarizes our practice.

It’s worth your time to understand:

  • The profound change in your life a Financial Plan can give you.
  • How Unconventional Wisdom creates very different and far more effective advice for you.

I was recently interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about their experiences.

The organizer is Annie Hardock, co-author of the book “Awakenings: Stories of Growth, Healing and Magical Transformations” and founder of United Networks for Growth (2020).

Here is my talk:

Creating the GPS to Financial Freedom



1 Comment

  1. Olivia Garcia on May 19, 2020 at 1:14 pm

    Very good to know about that. Really feeling very good.

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