Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible.

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

The Big Picture

JUNE 6, 2023

So, I was sitting there reading Industry Standard, remember that magazine? And I was learning about money, reading all the books, all the magazines, watching the shows, and I was also studying social psychology. RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: Sure. So… RITHOLTZ: Forever. RITHOLTZ: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 30, 2023

BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. We’re the largest financial inclusion and financial literacy coaching organization in the country. BRYANT: No, these are just my clients who happen to be working at TSA. I have 245 locations today, Barry.

Banking 146

Banking Economics Business Planning Economy 146