Craig Toberman’s articles What Are Money Scripts (And What’s Yours)? and Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity Matters are listed in Good Financial Reads: Financial Planning Advice for Beginners by XYPN Financial.
“The first step to understanding your money scripts is to look inward at where you might fall. Excellent financial planning and investing require a deep understanding of one’s self. To continue on a successful financial path, you need to understand why you make your choices and how those choices and your money belief system affect your financial well-being.”
If you are interested in hearing more of Craig Toberman’s thoughts on offering retirement plans for your employees, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.