Resources

Recent Blog

Lovaii Navlakhi / 06 Dec 2023

Financial planning is less about numbers and more about living your life as you intend

Mention “Certified Financial Planner” and the image that jumps to mind is someone who talks numbers and has a better idea of the way the mysterious world of money works. Would you believe that the profession of financial planning was created by someone who never practiced it? In 1969, Loren Dunton gathered a group of business […]

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Recent Blog

Lovaii Navlakhi / 06 Dec 2023

Financial planning is less about numbers and more about living your life as you intend

Mention “Certified Financial Planner” and the image that jumps to mind is someone who talks numbers and has a better idea of the way the mysterious world of money works. Would you believe that the professio...

Read More

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