Founder and owner of Strategic Financial Planning, Inc. an independent, fee-only financial planning and wealth management firm in Plano, TX.

Plano, TX
Joined February 2009
Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the renovations. Here, we share some factors to consider and the invaluable aspects of doing your homework. strategicfp.com/news-and-ins…
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Life is unpredictable. But your finances don’t have to be. Here are 4 ways to make sure you’re covered no matter what life throws your way. lnkd.in/evX-Tyze
With record-low inventory, low interest rates, and high demand, (1) the housing market is currently booming. Once the stress and drama of offers and counteroffers is over, you can finally enjoy being a homeowner—right? lnkd.in/eyDPAAe
While it’s normal to hear about potential tax changes, jobs, and trade policies at this point in an election year, the impact of COVID-19 on our economy has made politicians’ promises to decrease unemployment, cut taxes, and increa…lnkd.in/eZ77nYc lnkd.in/eQr3CQS
In a world with no guarantees, it’s important to take the necessary steps to increase your chances of success. Here are some common financial mistakes business owners make and solutions to avoid them. lnkd.in/eQzCqDK
A 401(k) or 403(b) is a valuable and important tool to help you build your retirement nest egg so it’s there when you need it, but there are many variables that can impact your account. lnkd.in/dNRQJqt
With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best use of your time and develop daily routines that work well for you, while at the same time trying not…lnkd.in/e_3fW_5 lnkd.in/eYb33G8
We think a lot about each of you and we continue to look for ways to not only limit any damage of a market downturn but also to make sure you are all in a position to weather this storm as best as possible. lnkd.in/eWpFtKH