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

What if Your Employees Are Deeply in Debt?

Hey Team,  Ihave been working on paying off some of my debt because I want to buy a house. I’ve...

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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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