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Fearless Financial Planning

I have heard it said many times that “fear not” or versions of “fear not” is mentioned in the Bible 365 times. The significance is that it is one time for each day of the year. I have come across research that backs that up and research that says it is not true. Regardless, the Biblical advice of "do not fear" or "be fearless" is a constant theme in the Bible.


I have been fortunate enough to be a financial advisor now for over 30 years.  I have discussed finances with 1000’s of people through the years. I think back to those who have been successful, and they have a common denominator. They were fearless. Don’t get me wrong, they still had some degree of fear in the back of their mind. The difference is they took the actions needed regardless of the uncertainty.

Meeting with a financial advisor can create fear and uncertainty because you are talking about money. I would suggest that no one is immune to it. We all deal with it in some form or fashion. It is how we overcome it versus allowing it to overcome us that is important. 


The subject of money doesn’t have to create anxiety. Here are a few examples:


What if I confirm that I am not going to be able to retire? What if I feel judged for being behind in my savings? What if I don’t have enough? What if I have made mistakes? What if I am embarrassed about showing someone my progress? What if I make the wrong decisions? What if I let my spouse down? What if I don't understand? And on and on…….


Remember, no one is immune. I have my own issues that I have to deal with when it comes to money. Mistakes? Let’s say that I have made enough to qualify me for giving advice.


If you need some help with your retirement or financial planning, let’s have a conversation either over the phone, on Zoom, or in person. My main objective is to create an environment that will give you the confidence to be fearless. There is no reason why you can’t once and for all put in motion a plan to reach your financial goals!


You can either talk to Alyssa at 972-386-0384 or email us at

As you consider a phone call, here are the top questions people have asked prior to interacting with Bob:

16633 Dallas Pkwy STE 275, Addison, TX 75001

Monday - Friday 8:30 am - 4:30 pm 


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