Financial Planning and Career Advice

Career

If you had 20% more free time each week, what would you do? Most of us could probably answer this question in our personal lives.

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Career

Why are you a financial planner? What is the source of your motivation? Understanding what motivates you is essential because it can help you get

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Career

I’ve been a CFP® for quite a while, but I don’t know everything, especially when it comes to tax laws. It seems like we hear

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Career

If you’ve spent some time around here, you know that the purpose of Amplified Planning is to train and educate financial planners. I want to

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Career

When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the

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Financial Planning

In the financial planning profession, we talk a lot about partnering with our clients. But… Do we really partner with them? Sure, we create plans

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Career

As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what

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Personal

Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative,

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Career

In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to

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Career

I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save

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