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Financial Planning Process(es)
It’s puzzling to me that many financial advisors lack repeatable processes when engaging with a new client. Yes, every client or...

Randy A Fox, CFP®, AEP®
May 22, 2019


Mandela
I was invited to New York recently to hear Ndaba Mandela speak. He’s the grandson of the great Nelson Mandela And is doing his best to...

Randy A Fox, CFP®, AEP®
May 15, 2019


Walking the Talk in Charitable Giving
By nature, I’m an even keeled person. But I must say that I’m currently very excited by a new opportunity that I’m about to introduce to...

Randy A Fox, CFP®, AEP®
May 9, 2019
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