When Ted and I found out our speech to the 2007 Financial Planning Association convention was scheduled on a Tuesday morning after the convention closed, we were a bit concerned that anyone would show up.  We were therefore delighted that our session was filled to capacity and we were able to communicate our latest information on integrated financial planning to 300 attendees.

I am on my way to attend the annual gatherings of the Nazrudin Project and the FPA Retreat.  This year, these two professional meetings are being held back-to-back in Scottsdale, AZ.
I’ve attended over 20 FPA Retreats.  It is the cornerstone of my annual continuing education that keeps me current on trends and changes in all […]

Last week Ted Klontz and I had the privilge to meet with Michael Sutherland, Creative Director of Factual Entertainment for the BBC, and his associate Sarah McCarthy.  The purpose of the meeting was two-fold:  to further acquaint me with the program, "Millionaire’s Challenge," of which I am a consulting producer, and to introduce the […]

In the past I’ve recommended Cruise.com for great deals on cruises.  I’ve used them several times and have been very pleased.  Last month I posted a story on yet another great deal I got on Cruise.com for a cruise on Celebrity cruise lines.  My family and I were able to secure a repositioning cruise (a […]

The first international presentation of the Financial Integration Workshop, to be conducted in Guatemala City, Guatemala, on November 2, was postponed due to a devastating hurricane that hit that country in October.  The workshop will be rescheduled for sometime in 2006.

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This week I am off to Knoxville to speak to the local FPA chapter and the clients of Kathy Parks, CFP.  The next day I will drive to Nashville, TN, where I will co-facilitate the Healing Money Issues program at Onsite Workshops with Ted Klontz and Warren Brent.  We are expecting about 16 participants.
Just today […]

I am proud and excited to announce the launch of our new website.
A lot of hard work has gone into it, and I hope you all will enjoy the new layout and interface. Hopefully it will make learning more about me, my colleagues, and KFG much, much easier.
Check it out!

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When I set out to design my new office, I set out to create an experience for my clients.  The day you have an appointment with KFG, I want you to be thinking, "Cool, we get to go to Rick’s office today!”
My vision was to design more than a nicely appointed and laid out office. […]