In the News
“How to Think…About College Planning in a Pandemic”

David C. Bowman CFP®, is a co-founder of College Aid Pro (collegeaidpro.com), founder of Outsourced Planning (outsourcedplanning.com), and CFP® In Residence of the What is Finology? Project. Through these endeavors, Bowman helps advisers across the country modernize their practices and deepen their client relationships.
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“2017 Women to Watch Rising Star and Co-Founder of 2050 Wealth Planning”

Nov 2017 honor by InvestmentNews
The inaugural Rising Star Award is bestowed on Rianka R. Dorsainvil, founder of Your Greatest Contribution and 2050 Wealth Partners.
This new award recognizes an emerging leader in the financial advice industry who is still in the early stages of her career but shows ongoing and exceptional growth in contributions to the profession. The winner of this award has already demonstrated leadership qualities, is expected to be a driving force in the future, and is committed to fostering a diverse and inclusive work environment.
She also demonstrates a passion for her work, her firm, and the industry at large.
“Money Quotient expands their offerings!”

Recently, Money Quotient decided to split into 2 types of businesses. Check out Digital Marketing 4FP's episode to learn more!
“Gayle launches Somatic Finance®”

Somatic Finance is a new way forward in personal finance. Evolving our personal relationship with money is an opportunity for courageous opening and deep transformation, because true wealth is so much more than money. True wealth is the embodied experience of inner sufficiency, of having and being enough. When we feel this sense of inner sufficiency, our joy and generosity flow naturally, not as a concept, but as a direct, visceral experience. We don’t ignore the practical matters of money — it is our modern world. We become money masters — which means your inner wisdom aligns impeccably with manifest actions.
Our mission is to teach embodied finance through classes, events, coaching, writing, videos, audio and practices, so that people everywhere, no matter their current financial situation or mindset, can enjoy whole-body wealth as a felt experience.
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“A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty, With Dave Yeske”

In this episode, we talk in-depth about how Dave applies his policy-based financial planning approach at Yeske Buie, the monthly reports they generate for retired clients to help them see whether they’re in their safe spending policy guidelines, the quarterly tax reports they create to coordinate with their clients’ outside accountants. The Money Quotient questionnaires they use on an annual basis to be certain that they’re covering all the bases with their clients, and how using a policy-based approach to financial planning can help reduce client stress during turbulent markets.
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