As a Certified Financial Planner in Fort Mill, I help people reach their financial goals and live their best life.
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Money is a complex language. There's the techniques and vocabulary of finance. These financial techniques and tools collide with our internal values and personal money scripts. Next, we have the constant flow of information in our everyday lives. Add in the temptation...
Small business is a passion of mine. Every day, millions of entrepreneurs and small businesses wake up and embrace the daily grind. As a fellow small business owner and as a financial advisor, I'm working my dream job. Sadly, events like the Coronavirus pandemic are...
Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in the economy—GDP growth, corporate earnings strength, positive corporate response to tax reform—we have recently rediscovered...
Finding an objective financial expert that you can trust is not easy. I’ve broken it down into 6 simple steps!
Every day you make decisions that can have an impact on your financial future. Your personal values, beliefs, and habits are paving the roads that will take you to your financial destiny.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.