The Estate Planner

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Finance touches on every aspect of our lives. I've had more emotionally intimate conversations over a financial plan than I ever had in a confessional. It's important and heroic work. We need more fiduciaries! #fiduciary #financialplanning #money #EstatePlanning

Click here to order my first book: From Monk to Money Manager: A Former Monk’s Financial Guide To Becoming a Little Bit Wealthy —And Why That’s Okay .