Monthly Archives: October 2018

10/24/18 Episode 3 – Proper Prior Planning Prevents Poor Performance



As Esther Szabo likes to say, proper prior planning prevents poor performance.

In today’s episode, Esther and Aric Johnson discuss the basis of Esther’s financial planning services at Gates Pass Advisors and how she helps clients build a solid financial foundation to ensure future success.

Esther explains why she digs deeper than just the numbers when creating financial plans, finding out what really matters to clients and what their personal goals are so she can make a unique plan that is just right for them.

Listen now to find out how asking yourself questions that aren’t only about your finances can help you build your financial plan on a solid foundation.

Links: Gates Pass Advisors


10/10/18 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner



When Esther Szabo was in her early 20s, she earned an associate degree in social services. She hoped to become a counselor.  

At the time, Esther never imagined that she’d use her counseling skills every day to help women create financial plans.  

In this episode, Esther shares how her experience as a student, teacher, and counselor has enhanced the level of service she offers her clients. Esther also explains why educating clients is a significant part of her practice.

Join Esther today to learn how you could benefit from working with an education-focused financial planner.  

Resources: Gates Pass Advisors | esther@gatespassadvisors.com