Financial planning is about more than numbers — it’s about meaning. Explore stories, reflections, and insights that connect money to purpose, helping you create a legacy that truly reflects your values.
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment Avoiding Trust Fund Drama: Legacy with Boundaries Table of Contents One of the things I’ve learned after years of working with individuals, couples, parents,…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment Donor-Advised Funds 101: Give Smart, Not Just More Table of Contents Generosity is one of the most meaningful ways people use their money. Over…
Lifestyle creep isn’t just about spending more. It quietly reduces flexibility, margin, and choice—especially for high earners. Here’s the real cost
Autumn Assurance: The Smart Strategy of Combining Life & Long-Term Care Insurance As the leaves turn golden and the air gets crisp, fall serves as a reminder that change is inevitable—and that includes the seasons of our lives. Just…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment THE IMPORTANCE OF NETWORKING: BUILDING CONNECTIONS FOR CAREER SUCCESS | Future-Focused Wealth Table of Contents As a Certified Financial Planner™ (CFP), I’ve always believed…
Not every risk needs a premium. In this eye-opening guide, Melissa Cox CFP® breaks down the power of self-insurance — the strategic choice to skip certain policies when your finances are strong enough to handle the risk. Learn when it’s smart, when it’s dangerous, and how to avoid accidental gaps that could sink your financial plan.
Let’s Talk About the Elephant in the Insurance Room Here’s what I need you to know — and you won’t hear this from someone selling you a big commission-based policy: The insurance industry makes money when people are overinsured, underinformed,…
As a CERTIFIED FINANCIAL PLANNER™ in Dallas, I’ve seen a familiar pattern: Most people will spend hours researching an investment portfolio—but just minutes picking a health insurance plan. And I get it. Insurance feels technical, impersonal, and overwhelming. You’d rather focus on…
Most People Have a Roof — They Just Don’t Know If It Leaks You wouldn’t build a home and never check the roof. You wouldn’t just assume the shingles were intact, or that the flashing was sealed, or that your…
The Day Everything Went Sideways It was Memorial Day weekend. The sun was shining, the weather was perfect, and we had just arrived at our family’s lake house to get everything ready before some friends came up to join us.…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment Turn Your Passion Into a Business | Dallas Financial Coach & Planner Tips Table of Contents Many clients in Dallas tell me their “secret…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment Side Hustles You Can Start Today | Dallas Financial Planning Table of Contents As a CERTIFIED FINANCIAL PLANNER™ and Financial Coach in Dallas, I’m constantly asked:…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment How to Raise Financially Responsible Kids | Dallas Certified Financial Planner™ Tips Table of Contents As a mom of two girls and a Dallas-based Certified…
When I wrote the “Kids” chapter of Future-Focused Wealth, it struck a personal chord. As a mom to two young girls—ages 4 and 7—it made me reflect not only on the financial choices we’ve made as a family, but on how…
Insights & Education Wealth on Purpose. Insights to help you build wealth through education and empowerment Building Your Financial House with Purpose Table of Contents Most People Light the Fire Before They Build the House As a CERTIFIED FINANCIAL PLANNER™, I’ve…