We’re heading into the holiday season and that means more people will be trying to trick you into giving them money or even better, your personal information. How’s that for some holiday cheer? Recently I was scrolling through my Twitter … Read More
Since deciding to start a career in financial planning 14 years ago, I’ve been looking for a model that made it possible to serve people whose financial situation looked more like mine. But I struggled to find a satisfactory answer … Read More
Earlier this morning I received an email from my state regulator letting me know that I am now registered in the State of Texas. So as of today we’re open for business! If you want to schedule a call with … Read More
Financial Planning is an in-depth technical process, a process which doesn’t matter unless your goals, aspirations, and relationship with money are known first. We work through a process of getting to know you so that the steps we take in … Read More
First Move Financial, LLC (“FMF”) is a registered investment Advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website … Read More