Advisor Spotlight: Dace DeKruif

Founder, Silver Strand Financial Planning

Dace is a fee-only financial advisor at Silver Strand Financial Planning. Dace begins every client engagement by helping the client define and create their own Personal Statement of Financial Purpose (PSFP). The PSFP becomes the foundation for all other decisions going forward as it enables us to define the clients' priorities and also begins to help clients answer the question of how much is enough.

Dace chatted with Sora about how he came to start his practice, and how he helps his clients grow their net worth through personalized financial planning and with tools like Sora.

Watch and listen to the full segment to learn more!

Contact Dace at dace@silverstrandfp.com to learn more.