Our Article in Frisco Style Magazine - Page 62

Sometimes it Feels Good to OverShare!

Follow along the story of an ultra-high net worth husband and wife seeking greater clarity on both their logical and emotional thoughts of wealth and how our approach guides this very important type of meeting process.

Read our newest article written by our CEO, Mike Kurz, CFP®, CIMA®, CAIA, CPWA® in the September 2019 Issue of Frisco Style Magazine.

Our process for engaging Clients is unique and we believe it will redefine the Financial Planning Process!