I was recently asked, what sets me apart from the multitude of financial planners in the United States. In addition, I’ve been asked why people should listen to what I have to say.

A financial plan is like a roadmap that shows you where you're headed and how to get there. It covers everything from your income and expenses to savings and investments.

While it's true that money can't buy happiness, it's also true that having access to money can make our lives easier and can help us achieve our goals and dreams.