• In this episode of Finance Moment, Associate Financial Planner Damian Beard explores why planning isn’t just about finances, it’s about the life you’re building.

    The Wake You Leave Behind

    by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | February 19, 2026

     

    While on a Disney cruise with his family, Associate Financial Planner Damian Beard had an unexpected moment of reflection that led to deeper questions about legacy, family, imagination, and what we leave behind beyond money. In this episode of Finance Moment, he explores why planning isn’t just about finances, it’s about the life you’re building.  

    Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner

    Getting Started is Easy!

    Schedule An Appointment