Financial Advisor
How I Help GPs Get in Front of the Right Family Offices—Without Wasting Time
Adam Metzmetz.substack.com
Getting in front of LPs - Family Offices - Podcast list and strategy to stay top of mind
Optifino - proper, optimized Life Insurance policies
Converting Term, decreasing or reducing premiums
Expanding Death Benefits
My Rule for Avoiding Lifestyle Creep: Don’t Live Beyond Your Assets
Katie Gatti Tassinmoneywithkatie.comLiving within means / net worth / annual income. Targeting avg of 4% of net worth and annual income for annual spend. I like this rule of thumb.
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