September is almost over, and I need to ask you something important: Are you going to drag those same leaky money bags into 2025? As a financial consultant in Houston, I’ve watched too many good people make the same mistake year after year. They identify their money problems, get motivated to change, but then never […]
We need to have a serious conversation. Monday night’s financial planning Houston webinar was a wake-up call for so many people. The number of messages I got afterwards from folks in Houston, Katy, Sugar Land, and Cypress saying “I had no idea I was bleeding that much money” tells me everything I need to know. […]
Friday the 13th seems fitting for talking about the scariest financial reality most Houston families face: that one heavy money bag that’s been dragging down their wealth for years. As a financial advisor in Houston, I see this pattern every day. Hardworking people across Katy, Sugar Land, Pearland, and The Woodlands carrying financial burdens that […]
You know that feeling when you’re carrying too many bags and one of them has a hole in the bottom? You don’t realize it until you get home and half your groceries are scattered on the ground. Well, let me tell you something – the same thing is happening with your money, and most people […]