My team specializes in helping clients with significant investment and retirement accounts develop personalized strategies to grow and protect their wealth. Whether you’re planning for retirement or looking for a trusted partner to manage your investments, we’re here to provide the expertise and care you deserve. Click the button belowto connect with my team and take the next step toward achieving your financial goals.”
Spark meaningful conversations about money with this engaging card deck. Designed to facilitate open and honest discussions, the Discover Finances Deck is perfect for couples, families, or individuals who want to improve their financial understanding and decision-making
Get the complete set of Discover Decks to cover all aspects of your financial and relational journey. This bundle includes decks focused on finances, intimacy, and marriage, helping you build stronger connections while achieving your goals.
Deepen your emotional and financial intimacy with your partner. This card deck includes prompts and activities designed to foster vulnerability and connection, creating a stronger bond in your relationship.
What happens when a Certified Financial Planner® and a marriage and family therapist team up? You get real talk about the connection between money and relationships. Taylor Kovar and Jeremy Gilliam explore the ups and downs of marriage, offering advice, humor, and practical tips to help couples thrive. From budgeting to building intimacy, this podcast delivers insights that can transform your relationship.
