Financial Life Planning

Financial Life Planning

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice – and wants you to know that you can do the same.

Virtually Serving Planners

Virtually Serving Planners

Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant, she has learned first hand that there are countless exciting opportunities for people to find their fit within the financial planning community.