If you fear you’ve made financial mistakes, Josh’s financial expertise and guidance will make you feel better about your future. He took a holistic approach and listened to my needs, then recommended updates to my plan, based on my financial goals. Because Josh is independent, he is not influenced by restrictive offerings of insurance or investment-based profitability models. Josh and his team are surrounded by a network of professionals - he has already introduced me to someone who can be an integral part of my business network. If you are looking for a CFP who is unbiased, experienced, and action-oriented, Josh Black is your guy!