Your Richest Life

AUGUST 4, 2023

I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. My family and I had lots of fun traveling this year, too.

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Financial Planner Financial Counseling Fee Only Clients 98

Your Richest Life

JULY 2, 2024

In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. Publishing more than 220 articles for the Your Richest Life blog.

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Financial Planner Fee Only Financial Planning Financial Counseling 59

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

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