Every week, you'll receive an informal newsletter directly from me in your email inbox that, in addition to bringing you up to speed on what's going on in the financial world, will give you two key insights to apply personally--one oriented toward your financial life, and the other toward your life life.
Because every good financial plan is a financial life plan.
Tim Maurer, CFP®, RLP
Advisor | Speaker | Author
Over the first five years of my career in the financial industry, I was struck with how ineffective the financial planning process was. The industry was speaking one language and its clients were speaking another.
That's why I've spent the past 18 years looking for more effective ways to learn and to teach sound financial decision-making. I've learned that personal finance is more personal than finance--a scientific fact proven by the fields of behavioral economics, finance, and science.
Therefore, I spend my time proportionately, at the intersection of money and life.
I do this as:
And then I send you the best of what I'm learning and teaching in the Financial Life Planning weekly letter.