Step Seven – Build
This is the truly exciting step in your financial plan – You start to build your processes and portfolio to
Step Six – Strategy
Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success
Step Five – Organization
Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube
Step Four – Obstacles
Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you
ESG Investing + Webinar
We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund
Step Three – Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If
How Nick Handles His FinancesÂ
Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen