I've met some great CFP®️friends over the past 12 months, we all have one thing in common. We all have a passion to deliver real financial advice and implement plans that are actually good for people's wallets. F all that one product fixes everything bullshit.

If you are thinking about launching a business, be sure to have a healthy liquidity ratio. I like my clients to have 9-12 months of basic living expenses set aside before they launch.

Great times learning from @reeseharpercfp and Carl Richards today at the Elements Financial Vitals workshop! CFP friends you all try Elements yet?

Well, that’s all folks. You needed to be there. @emilesmattingly Eric Rodriguez, CFP® Brandon Galici, CFP®

Thanks for an amazing day, Advisors!  Loved having you at our latest Customer Workshop.  Until next time. @emilesmattingly Brandon Galici, CFP® Eric Rodriguez, CFP®

Attending FutureProof? You'll definitely want to catch @reeseharpercfp in the panel discussion "3 Tools to Make Your Workflow Easier with Element, Docupace & AssetBook" on Weds 9/13 at 11:35 AM PT (stage Ocean). @advisorcircle @futureproofac

What 7 Advisors Are Saying About 60/40 Portfolios, Tech Stocks Now: Advisors' Advice at.law.com/WEBxmL?cmp=sha… via @

I Analyzed Over 1,000 Retirement Portfolios -- This Is Crushing Them youtu.be/U6jjr1dD27M?si… via YouTube