Been guiding the Certified Financial Planning Profession for 30 years.
Integral Finance and Spiral Dynamics thought leader
Regular contributor to Financial Planning Magazine and other leading publications.
Been paving the way for the Financial Planning Profession for 30 years
Regular speaker at Financial Planning Association events nationwide
Helping the financial advice profession know what it is to think… like a CFP®.
“Filled with thought provoking insights and deep reflections from a lifetime of study, this is a must have book for financial planners, educators, and thoughtful citizens alike.”
Dave Yeske, CFP®, Yeske-Buie
Join the thought leaders exploring the future of financial planning and what is Finology.
Are you a Fiduciary?
Do you want people to have a healthier relationship with their finances?