Make Your Money Count — Connecting Your Resources to What Matters Most

Discover how to build a financial plan rooted in purpose instead of products. In this episode, we unpack The Blueprint for Financial Success — a process-centric guide to designing and building a financial plan that truly reflects your most meaningful priorities.

00:00 – 02:00 — Welcome Back to Stephen F. Austin State Park

1. Setting the scene and slowing the pace
2. Re-centering around reflection, purpose, and intention
3. Framing the core question: What's Important About Money-To You?

02:00 – 10:00 — Introducing The Blueprint for Financial Success

1. Why a Blueprint—not products, tactics, or performance reports
2. Financial planning as a process, not a pitch
3. Purpose as the organizing principle for every goal and every decision

10:00 – 13:50 — Story: Becoming a CFP® Professional as a State Farm Agent

1. Early career lessons from a product-driven environment
2. Recognizing the limits of transactional advice
3. Leaning into fiduciary-first financial planning

13:50 – 15:00 — Story: FPA Residency

1. Learning how real financial planning is done
2. A better way for Discovery and Plan Design
3. Focusing on What Matters Most

15:00 – 17:00 — Story: Bill Bachrach’s Financial Roadmap

1. The WIA$TY Question
2. Mastery of The Sales Process
3. From Roadmap to Blueprint

17:00 – 28:00 — Story: Doug Carter and the Mt. Shasta Summit

1. How I met a lifelong Mentor
2. The Question behind the Question
3. The Mt. Shasta Summit

28:00 – 35:00 — The Blueprint vs. the Roadmap

1. Why the Blueprint is works for me
2. A Powerful Discovery Tool
3. Building a better financial plan based on What Matters Most

35:00 – 39:36 — The Financial Planning Process (FREETIC)

1. Overview of the full planning framework