Your Richest Life

AUGUST 4, 2023

I also spend time offering financial counseling for women with the Gatehouse group , a local group that helps women dealing with hardships as they work toward permanent change. My family and I had lots of fun traveling this year, too.

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Your Richest Life

JULY 2, 2024

Receiving the InvestmentNews’ 40 Under 40 award, the Investopedia Top 100 Financial Planner distinction for three years in a row, and the D Magazine Best Financial Planners in Dallas award for 9 years in a row. I never could have gotten to where I am today without the clients who trusted me along the way.

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. SETHI: Well, everybody thought they were a genius including me in 1999, 2000. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 30, 2023

And I own the company, and I was teaching, and we did this honorably because I was doing financial literacy for the residents, free financial literacy. If you had a credit score of 600 or 580, you had to go into financial counseling and coaching with my organization, Operation HOPE. You can go on and on and on.

Banking 147

Banking Economics Business Planning Economy 147