MIKE IN ACTION

articles

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Tulsa World

Mike Mazzei: Better teacher pay? Yes! Massive tax increases? No!

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OCPA

OKLAHOMA POLICYMAKERS SHOULD BEWARE THE BIDEN SPENDING BINGE

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Tulsa World

Former state senator Mike Mazzei's watchful eye returns to state government

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Tulsa World

OklA. could lead by example by being frugal enough to send relief money back

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OCPA

Stitt’s budget to ‘keep a lid’ on spending

BOOKS

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Solving your

financial planning puzzle

After I became a Certified Financial Planner™ and started my own financial planning business, I searched for financial planning systems that would help simplify the process so that people’s goals were directly connected to their financial plans.

 

Equally important, I wanted to make sure that my clients who were engaged in the process truly owned their financial plans. I did not want to be just another financial planner, sticking people in flavor-of-the-day investment plans.

I created my process—the Financial Freedom Process™—to bridge the gap that exists between the way the financial planning model is and the way it ought to be.

 

This book is the natural outcome of that process. It is my hope that Solving Your Financial Planning Puzzle will serve as a companion for all the people lost in a maze of complex financial products.

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