Insights for Financial Advisors

Our Homeschooling Journey: A Blend of Academics, Creativity, and Flexibility
As a parent and business owner, homeschooling has been filled with unique challenges and rewards. When my husband Allen and I decided first to start homeschooling Audrey, who is now in third grade, our decision was influenced by the unusual difficulties of the COVID-19 pandemic. Looking back, it's fascinating to see how our journey has evolved. Finding the right balance and fit for homeschooling can be daunting, and through sharing our story, I hope to make this process easier for others.

Our Favorite Digital Tools for Financial Advisors
Running an advisory practice is harder than most people think, but the hard work and sacrifice are worth it. Once you figure out how to earn a great income doing fulfilling work on your own terms, there’s no turning back. After all, one of the biggest perks of becoming an independent financial advisor is flexibility; you build a business around your life. On days when your to-do list is a mile long and you can’t find time for the things that matter most, you might wonder what you’re doing wrong.


