Start Where You Are

Every person sits somewhere on the wealth continuum. Your strength is rooted in acknowledging your own reality and building from there. The five step financial planning process guides us through the steps. Listen in as Kamal and Tracy shed humor and wit on how to get through the five key questions that inform and shape our financial lives. Use their tools and architecture to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance.