Craig Toberman Featured in XY Planning Network Sharing Articles About Money Scripts and Liquid Assets
Craig Toberman’s articles What Are Money Scripts (And What’s Yours)? and Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity Matters are listed in Good Financial Reads: Financial Planning Advice for Beginners by XYPN Financial.
“The first step to understanding your money scripts is to look inward at where you might fall. Excellent financial planning and investing require a deep understanding of one’s self.
To continue on a successful financial path, you need to understand why you make your choices and how those choices and your money belief system affect your financial well-being.”
If you are interested in hearing more of Craig Toberman’s thoughts on offering retirement plans for your employees, please book a call with him.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.