07.28.2023 - By Wade Pfau & Alex Murguia
For this week’s RISA in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter with the RISA, asking his clients to take the assessment through the link in Wade’s book and then provide him with the results. We learn more about Doug’s background, financial planning approach, and experience with the RISA.