8111 Preston Road Suite 575
Dallas, TX 75225
Training: The Seven Stages of Money Maturity Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Values Your Heart's Core Goals Prioritization Income Benchmarking and Gap Analysis Net Worth Statement Cash Flow Analysis Risk Analysis Insurance Analysis College Planning Student Loan Analysis Debt Repayment Plan Savings Goals (New House, New Car, Travel, etc.) Investment & Asset Allocation Employee Benefits Analysis Retirement Planning Analysis and Recommendations Tax Planning Estate Planning
About Spenser Liszt
I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs. Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I passed the CFP® exam in 2019 and became a Certified College Financial Consultant (CCFC) in 2020. In my free time I enjoy woodworking and spending quality time with my wife.
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