Today we celebrate our clients Jesse & Casi S. We’ve asked them to share some lessons learned and insights about their financial journey with the aim of providing ideas and inspiration to
https://youtu.be/omUg8ksLCRk By Angela Johnson, CFP® Worthen Financial Advisors seamlessly guides our clients through various ages and stages of their lives and financial journeys. Our firm’s processes are uniquely positioned to provide the
By Anthony Hernandez, CFP® As a financial planner, I often meet with people who are uncertain about their financial future. Many come to us with a desire for guidance but lack clarity
https://youtu.be/8jfMsephtEk Worthen Financial Advisors seamlessly guides our clients through various ages and stages of their lives and financial journey. Our firm’s processes are uniquely positioned to provide the support you need for
By Anthony Hernandez, CFP® After wrapping up end-of-year reviews, Angela and I found a common theme: A well-crafted budget is a key tool for financial success for families and individuals. This seemingly
https://youtu.be/UA1woWc2lZE Saturday, December 2, 2023 we participated in the Friendswood Lighted Christmas Parade. This was our inaugural entry, but it was so much fun we’re planning to make it an annual event.
https://www.youtube.com/watch?v=JeUWLza-u0k Summary Join Angela Johnson as she answers 5 Common Questions about Working with Worthen Financial Advisors. She’ll discuss: Our experience in the industry, The services we provide, What it’s like to
https://youtu.be/lKS0-Kv31jc Summary In this video, Angela and Anthony present the Worthen Financial Blueprint, a comprehensive eight-step guide to achieving financial clarity and living happily ever after. They cleverly compare each step to
Introduction: In the world of personal finance, there’s a group of individuals who have the potential for financial greatness but have yet to reach their full wealth potential. Alternatively, this same group
By Daniel Campbell, CFA For reality TV fans, one might argue that the private equity world truly took off last year: celebrity Kim Kardashian launched her own private equity firm. As these
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