The Algebra of Family Financial Planning

How to Shape a Life of Money and Meaning

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Are you struggling to balance multiple family and financial priorities at once? Do you feel overwhelmed with where to start? Join us for a free on-demand financial planning workshop on how to take control of your financial future and create a life of meaning while transforming your relationship with money. Topics we’ll cover include: 

  • Essentialism: How to prioritize your life and family before someone else will
  • 9 common financial challenges families face and how to plan for them
  • How to take the first step to transform your life & wealth
  • How to spend & save to optimize your family’s happiness
  • How to understand the net cost of college and how to plan for it
  • How to care for your most valuable asset and be prepared for life transitions
  • How to teach your kids about money
  • Simple steps you can take to protect your family

At TAMMA Capital, our entire practice is centered around families. We’ve spent the past 22+ years helping households just like yours create a personalized plan that empowers them to achieve their wealth management goals.

Join this webinar workshop to learn how to achieve the life of money and meaning you’ve always wanted. The workshop lessons are broken into 8 sessions that last around 30 minutes each. You will walk away from each session with downloadable resources to help you take the next steps in your journey to financial freedom.

Register now to access the full workshop.

Hosted by Paul Fenner, CFP®, ChFC®, CRPS®

Paul Fenner is founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations. To learn more about Paul, connect with him on LinkedIn. Interested in talking with Paul? Book a free discovery meeting here.

Algebra of Family Financial Planning media