Vice President of Advice

Damian D.

CERTIFIED FINANCIAL PLANNER™ Practitioner

I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding

Blog Posts

A Budgeting Secret

I have the privilege of talking to many people looking to change their financial situation. As you can imagine, no...

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What’s your financial mindset?

Money is rarely about money. Money is all about behavior. Your habits, thoughts, and feelings about money are going to...

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Learning to save for something new

Like you, I like stuff. People often mistake me as a tight-wad with my money. I, however, am not. I...

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Bad transportation choices can derail budgets

Transportation decisions shouldn’t be an afterthought. Two years ago, I came across a young married couple that was struggling financially....

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How to genuinely care more about giving to charity

You’ve been there. Your friend asks you to donate to their effort to raise money for a charity that means...

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Getting on the same financial page as your significant other

As I was sitting at an outdoor wedding this past weekend, sweating and listening to the couple exchange vows, promises...

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In a perfect yet realistic world, this is how you would accumulate money

I focus so much on financial triage, that sometimes I forget to share the basics of saving and investing. Today...

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Don’t ignore the threat of inflation

While you are driving toward income independence, your money is driving in reverse. Inflation is why. As if you don’t...

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Signs it’s time to relent and start budgeting

A lot of people think they are better than budgeting. I’m sure there was a time in my life when...

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