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Cultivating the Art of Money.

 
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Thought Leader

Been guiding the Certified Financial Planning Profession for 30 years. 

Integral

Integral Finance and Spiral Dynamics thought leader

Author

Regular contributor to Financial Planning Magazine and other leading publications.

Financial Planner

Been paving the way for the Financial Planning Profession for 30 years

Speaker

Regular speaker at Financial Planning Association events nationwide

Professional

Helping the financial advice profession know what it is to think… like a CFP®.

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“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.”

Dr. Dave Yeske, CFP®,

Yeske-Buie

Is it Taboo for You Too?

Riddle me this: What is taboo yet essential to human function?  Is everywhere but no object?  Is intimate but avoided by

What’s It All About?

This business of “financial planning,” where are we heading? Unfortunately, we have been fussing at each other for

Stingers and Barbs

It seems to me that one of the major problems with our current system is that all of our conversations contain stingers and

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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?

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