Love & Money Professionals
Need a professional to
coach you on financial or relationship matters?
Carla J. Cargle, BS, 1 year EMBALicense: Series 6, 63,65, Group I, TX, IN, MD, FLSpecialty: Financial Planning from a spiritual/psychological perspective.Profession: Financial counselor14090 SW Freeway, Suite 300Sugar Land, TX firstname.lastname@example.org Phone: 281.340.2028Daniel Foley, CPA, Master of Divinity, MBALicense: Certified Public Accountant, Kentucky, License # 10261Specialty: CPA working with married couplesProfession: Financial counselor133 Blackburn AvenueLouisville, KY email@example.com Phone: 502.767.2677Comment: While I provide the expected services of a certified publicaccountant, my passion is working with married couples and helping themto learn to work together effectively as though they were not justlovers but business partners, learning to communicate and plan and work as ateam committed to actually reaching each other's dreams. I have twentyyears of cross-cultural experience in ministry and ten years workingwith couples and small businesses as a CPA.Donald H. Green, BS License: Life and Health, Long Term Care, Series 7 Specialty: Financial planning for young couples Profession: Financial counselor 1732 S. Taft Hill Rd. Fort Collins, CO 80526 firstname.lastname@example.org Phone: 303-726-6943 www.core-financial.netStephen Meade, BALicense: CA Department of Real Estate: 01378749Specialty: Mortgage Lending for First Time Home BuyersProfession: Financial counselor343 EsplanadeIrvine, CA email@example.com Phone: 949.280.6481Comment: The Couple’s Guide fits in very well with my approach. I specialize in workingwith first time home buyers. My clients are frequently recently married couples. As such, thedecision to buy a home is typically the biggest financial issue the spouses have faced together.The unique process I use starts with an in depth interview, continues with use of my proprietaryfinancial modeling tools, and culminates in well-thought decisions. Typically, my initial clientmeetings last 1.5 to 2 hours. My coverage area is Southern California (Santa Barbara to San Diego).Stephen Meade, MBALicense: Life insurance license (#0805864), Series 7 Securities license (#2091361),Chartered Financial Consultant, Certified Senior Advisor, Chartered Life Underwriter,Chartered Property/ Casualty UnderwriterSpecialty: Estate and Retirement planningProfession: Financial counselorP.O. Box 11231Santa Ana, CA firstname.lastname@example.org Phone: 888-265-8025http://www.prodigygroup.orgComment: I have been working in financial services for 32+ years.* Founded my financial planning firm 16+ years ago.* Have written two financial books:1) The Last Great Tax Break - describes ways to reduce taxes frombeing self-employed, and2) The Legacy Book - a workbook intended for heirs and beneficiaries.