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In this session, Todd Larson talks candidly about how he applies the Live, Give, Owe, Grow cash flow pie chart to client counsel settings. He reinforces the importance of personal stewardship in an advisor’s life. Then, he offers advisors a path to utilize the Live, Give, Owe, Grow chart via simple questions and discussion starters that will empower clients to approach their spending differently, so that it aligns with their true goals and responsibilities.
Todd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC, is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd received his undergraduate degree from Purdue University and a Master of Science in Financial Services from the Institute of Business and Finance. A Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.