Recently while assisting getting the pension folks we use in on a sizable retirement plan we began discussing stories of educating not only employees but the executive decision makers themselves. For example, a dry example though, is that most decision makers really only consider a traditional 401(k) plan. Plain vanilla ice cream if you will. Now don’t get me wrong. Some vanilla ice cream on a piece of warm apple

What do we mean when we use the term: Financial DNA and how does it relate to your Journey?