Managing Director Lance Gunkel shares simple ways to build flexibility into your plan so you can feel confident no matter what the year ahead brings.
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
