Welcome to this episode of Wisdom and Wealth. We are focusing in this year on our financial planning calendar and our process for clients. In today's episode I share my philosphy for expense planning. More specifically how I'm often more concerned with clients not deriving meaning or purpose from their wealth and independence than I am with their spending habits. I.E. the most sophisicated planning minds money can buy cannot tell you if you will run out of joy during your hard fought financial independence. Please listen in for more on how we seek to fufill our calling by enabling our clients to fulfill their own unique calling. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
 [email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

Music by bensound.com

Music by bensound.com