March Newsletter
Hi Clients, I hope you’ve had a great first quarter to start the year! I have some firm news, financial news, and an attached copy of my updated ADV for you. In Firm News I alluded to this in my prior email, but 2025 was an amazing year for me personally and as a firm owner. Thank you to all […]
January’s Firm Update
I have made it a habit to send a newsletter to clients every two months this year, and I’m trying to keep it going. In order to be better about sharing more and more often, you’ll receive these two months behind if you’re not a client. If you’d like to learn more about becoming a […]
Your Financial Journey
Your financial journey is going to be unique. The achievements you hope to unlock, the strategy you employ to get them, and the order you do things will be all about you. However, your journey will contain a lot of the same key elements most people deal with in the process of unlocking their achievements. […]
What Can OWFLP Do For You?
”What Can Brown Do For You?” UPS came out with this very effective and somewhat memeable slogan back in the day. The slogan nods to two big ideas. The first is that UPS is willing to help improve others’ businesses and personal lives through their services. The second is that UPS is interested in asking […]
Why CFP®?
A common question that financial planner’s get is “What makes a CERTIFIED FINANCIAL PLANNER™ different from a non-CFP®?” This question in particular gets asked of me in a lot of my first meetings with potential new clients. I get it. There are a ton of different financial professionals that hold themselves out as financial planners. […]