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November 5, 2025 46 mins

Alan Franks is a financial planner, author, and speaker.  In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others.

Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.
Specializing in serving professionals, executives, and business owners, Alan helps his clients live their fullest lives through thoughtful and strategic financial planning.

Website: empowered-money.com/
LinkedIn: linkedin.com/in/alanfranks/
Instagram: @frankly_financial
Book: https://a.co/d/3JFMWav

To learn more, visit:

linkedin.com/in/jason-Shupp-18b4619b

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/Jason-Shupp/

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