Latest NAPFA Advisor Issue Features Planner Perspectives on Successful Budgeting

Author Linda Leitz’s latest article in the June 2018 NAPFA Advisor, features the perspectives of financial planners about educated budgeting. Sheila Padden shares her experience with a client couple describing an emotional struggle with spending within their means. After meeting with Sheila, the clients gained new control and confidence around budgeting and spending. [More]

Quoted in The July 2015 NAPFA Advisor

I was recently quoted in the July 2015 issue of the NAPFA Advisor, by author Jennifer Lazarus in her “Efficient Planner” column. Jennifer’s topic is all about attending financial planning conferences, but she spotlights a few planners and talks a bit about how each approach attending industry events. It’s an interesting insight into how a good financial planner improves their skills and stays on top of industry trends. [More]