top of page

Keys to Optimize Your Financial Planning


(FI/RE) Financial Independence, Retire Early: What It Is And How It Works
The FI/RE ( Financial Independence Retire Early ) movement has gained significant traction over the past decade, capturing the...
Blake Bowman
Sep 13, 20243 min read


What Is A Fiduciary Financial Advisor?
The term "fiduciary financial advisor" is an important distinction to hold in the financial planning industry. A fiduciary financial...
Blake Bowman
Aug 12, 20245 min read


3 Keys to Financial Independence
Around the world, everyone seems to enjoy freedom. I thought it fitting to discuss my three keys to achieving financial independence in...
Blake Bowman
Jul 26, 20212 min read


3 Keys to Getting Your Share of Market Returns
In a world of non-stop chatter about the next big stock or cryptocurrency to own, I believe it is important to simplify investing and...
Blake Bowman
Jun 16, 20214 min read


3 Keys to Great Client-Advisor Relationships
Here are the essential elements of an exceptional relationship with your financial planner. Having worked directly with clients in the...
Blake Bowman
May 12, 20212 min read
bottom of page