All Posts

Trust is an underrated financial planning element, but like wealth, it takes time to build, and is critical to the financial planning process. According to the Certified Financial Planners Board, the financial planning process involves the following seven steps: Following these steps is crucial for a client's success; however, none of them are effective without trust. If a client doesn't trust you, they are far less likely to implement your recommendations, which can lead to

When I connect with clients, we always discuss spending intentionally. In its simplest form, it means spending your money with purpose, regardless of how it may seem to anyone else.

As I watched Sabalenka, Anismivoa, Sinner, and Alcaraz battle it out on the courts, I couldn't help but think about five wealth lessons from the U.S. Open tennis players who are reaching the peak of their sport (yes, this is actually how my mind works!).

I am excited to announce Walk You To Wealth's new partnership with Trust & Will, a leading platform for creating foundational estate plans.