After 20 years of being a CPA and helping clients decipher complicated taxes and guide them through the financial implications of business and life transitions, Brad went through his own personal life transition. After several months of self-reflection and soul searching, he started to notice or perhaps paid more attention to the emotions that came up with clients around their money, taxes, and finances. The realization that there is a relationship between money and feelings led Brad on a journey of reading books and articles about the psychology of money. His study deepened his understanding of himself and led to better understanding and empathy for what his clients were facing. Looking for more, he attended The Seven Stages of Money Maturity workshop led by George Kinder himself. After a day and a half of the workshop, George chose Brad for a life planning demo and proceeded to make him cry in front of 30 strangers, all CFP® professionals and CPAs. He became hooked on Life Planning instantly! Brad now offers life planning to his clients and is trying to make Life Planning what he does full-time.
Brad is a CPA, CFP®, and RLP® and is an Assistant Trainer of the EVOKE Life Planning Training, The Seven Stages of Money Maturity, and Life Planning Mentorship.
English speaking.
