Blogs

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 […]

My parents fought about money for 46 years. Forty-six years of the same arguments, the same blame, the same frustration. They both wanted to be right more than they wanted to be wealthy. Neither would admit they needed help with their finances. In the end, they both lost. As a financial planner in Houston, I’ve […]

Take a moment and think about this: What would you do if money wasn’t an issue? Would you travel more? Start that business? Buy a house? Go back to school? Spend more time with family? Move to your dream city? Now here’s the harder question: What’s stopping you from doing those things right now? If […]

You’re not bad with money. You just weren’t taught how to win with it. Are you tired of feeling like you’ll never be able to retire? Do you find yourself saying, “I’ll probably just work until I die”? You’re not alone. This is the most common—and most dangerous—financial planning mistake I encounter as a financial […]

How Smart Investors Are Positioning Themselves for the Biggest Energy Shift in History Have you noticed more solar panels on rooftops around Houston? Or heard about new wind farms popping up across Texas? You’re witnessing something huge happening right in front of us. The world is changing how it generates power, and savvy investors are […]

“You deserve this.” “You work hard, treat yourself.” “Life is short, buy the thing.” Sound familiar? We live in a culture that has turned impulse spending into self-care and instant gratification into personal empowerment. Social media feeds are full of “treat yourself” content, and every shopping app is designed to make buying feel like self-love. […]

This week, as we celebrate Juneteenth and reflect on freedom and liberation, I want you to think about a different kind of freedom. Financial freedom that lasts for generations. Here’s a question that might make you uncomfortable: What financial legacy are you creating right now? Not just for yourself, but for your children, grandchildren, and […]