Are You At A Crossroads?
Advice on happiness, finances and time management is typically given in isolation
Upcoming Workshops
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Do It Yourself, or Hire an Advisor?
Sat, June 20th at 10 AM EST
The workshop offers a step-by-step, methodical approach for an answer that fits you. This may be the most important financial decision you can make.
Navigating the 5-step investment process is crucial to success.
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How to Balance Time, Money, and Happiness
Tues, June 2nd at 7pm ET
During times of transition—especially around retirement—finding the right balance among these three can shape whether you move forward with confidence or with worry.
What if Retirement is Your Greatest Encore?
Professor Glenn Frank shares how balancing time, money and joy can make all the difference on the popular Retirement Wisdom Podcast.
“A simplified process is needed for better decisions and a better life!“
- Professor Glenn Frank
About Professor Glenn Frank
Named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.
Professor Glenn Frank is currently a partner at Frank and Flanagan Wealth Advisors a fee-only, truly independent, holistic wealth management firm.
He was the Founding Director of the Master of Personal Financial Planning at Bentley University.
He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, the Boston Globe, etc.
He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.