Custom Simple Order Form
Broker Check

We feel so strongly about life-centered financial planning, we wrote a book about it

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>The Dinner Party<br/><br/></strong></span><strong>Food, Friends and Financial Planning<br/></strong><strong><br/>by Shawn W. Dunnigan, MBA, CFP&#174;</strong>

The Dinner Party

Food, Friends and Financial Planning

by Shawn W. Dunnigan, MBA, CFP®

The Dinner Party tells the story of Dan Simpson, head of his own architectural firm, married to his childhood sweetheart, living in a beautiful home. Dan has it all. Yet every night he wakes up gasping with a fish hook through his heart. What happens to his firm if he dies? What if his wife, Annie's cancer returns? How will they ever be able to retire? And when Dan retires, what will he do?

New-found friends experience how planning can help confront their deepest fears and brightest hopes. The Dinner Party goes beyond discussions of finances to the heart of living, enabling them to face the future with confidence and strive to become better versions of themselves.