Preparing for Your First Financial Planning Meeting

Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
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How to Choose a Financial Advisor

How to Choose a Financial Advisor If you’ve decided to work with a Christian financial advisor, congratulations, that is a decision that can have many positive benefits. Your next question…
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8 Reasons to Work with a Financial Advisor

8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite these worries and the complexity of managing finances, many people…
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The Emotional Side of Investing: Part I – Fear

by: Cassandra Laymon, CFP®, MBA When I recommitted my life to Christ a few years ago, I was tempted to believe that the roller coaster of emotions I had been…
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Sometimes We Need to Sweat the Small Stuff

by: Cassandra Laymon, CFP®, MBA “You don’t get fit by being lucky.” ~Tony Robbins When it comes to fitness we know that it’s not an 8-hour session in the gym…
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014 – Choosing the Right Financial Advisor

In this episode of the True Wealth Spotlight, Cassie and Rick discuss 5 important steps to choosing the right Financial Advisor (plus two bonus steps!) If you are looking for…
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