3 Reasons You Should Care About John’s New Letters

posted on March 11th 2020 in LA/OC CFP Team Posts with 0 Comments

Reading the book. Bible book. Open book in hands. holding a bible

John Chapman, CFP®, CKA®, has recently earned the Certified Kingdom Advisor® designation. This certification reflects his training and expertise in biblically informed financial practices and the use of money with a sense of purpose and view of eternity. What does this mean for clients? Certified — To earn this certification, John had to complete an […]

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Planning for Your Career Crossroad

posted on November 6th 2019 in Your Career with 0 Comments

Smiling group of diverse businesspeople discussing paperwork together during a meeting around a table in a modern office

As a millennial, I know plenty of people around my age who are young and hungry, and have their noses to the grindstone — chasing a dream. After spending eight years working with lots of baby boomers, seeing the good, the bad and the ugly, it makes me wonder if these young guns are on […]

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Not All $1 Million is Created Equally

posted on October 8th 2019 in Your Financial Advisor with 0 Comments

Aerial view of the New York City skyline near Midtown

Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit short-sighted; not knowing the kind of life you desire, or where your journey is headed, […]

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The Lightbulb Moment that led WorthPointe’s Founder To His Entrepreneurial Dream Life

posted on September 24th 2019 in Your Financial Advisor with 0 Comments

Business partnership coworkers writing cost work progress and using a tablet to analysis graph company financial budget report and planning for future in office room.

John Chapman, financial advisor and WorthPointe partner, interviewed our founder Christopher Van Slyke on his podcast, “The John Chapman Show.” This episode highlights the wealth management journey of high-earning millennials and their mentors. In this interview, John discusses Christopher’s “dream life,” living in Wyoming and working remotely with a flexible schedule. They talk about how […]

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When Should I Exercise My Stock Options?

posted on September 15th 2019 in Your Financial Advisor with 0 Comments

Pen with business report on financial advisor desk. Concept of business planning , accounting, analysis, business analysis

Wondering if you should exercise your stock options? What the tax implications of stock options are? Financial advisor John Chapman recently interviewed fellow University of Washington alumnus Vieje Piauwasdy, head of Tax Advisory at Secfi, to discuss stock options. You can tune in above. Vieje is a CPA who works with shareholders of Silicon Valley […]

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Managing Change: Equity Compensation and Benefits

posted on September 10th 2019 in Your Financial Advisor with 0 Comments

Workspace office leather dark desk table with computer, supplies and coffee cup.

Most people don’t like change, but it’s often inevitable. Entire books have been written about managing change, but my focus here is much narrower — how to manage your equity compensation and benefits (stocks, 401(k)s and insurances) when you get a new job, receive a promotion or make a job change. New Job Congratulations! Starting […]

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Focus on Your ROL

posted on September 4th 2019 in Your Financial Advisor with 0 Comments

Creative modern young business colleges searching for some new ideas while sitting in a coffee shop.

In my quest to constantly learn new ways to help clients, I occasionally come across something that makes so much sense — I wonder why I never thought of it. Such was the case when I was introduced to the term ROL (return on life) by Mitch Anthony, a well-regarded thought leader in the financial […]

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How Millennials Can Build their Dream Career

posted on August 21st 2019 in Your Financial Advisor with 0 Comments

Successful colleagues speaking about dream careers

  Achieving your dreams is possible with hard work. We built WorthPointe with that principle in mind. In his latest podcast, Orange County financial advisor John Chapman brings you guidance on how to scale your career, from wherever you are, from an industry expert. Whether you’re looking for a job or firmly committed to your […]

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