Overview

What if a yellow Lab with a big appetite learned how to save, spend, and give? Jolene and her best friend Honey are about to find out. This sweet and funny story teaches kids the Three Bucket system of money - with heart, humor, and a tail-wagging cast of characters.

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David Adams is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP(R)), Certified Public Accountant (CPA), and Certified Exit Planning Advisor (CEPA(R)) in Nashville, Tennessee. As President of Adams Wealth Partners, LLC (an independent practice offering securities through Raymond James Financial Services, Inc.), David has been committed to the financial well-being of his clients for over 20 years. And now more than ever, David is dedicated to changing an industry he feels is broken and consisting of outdated advice, by utilizing his registered trademarked Retire While You Work(R) philosophy and unique 3 Bucket Strategy to managing wealth. His passion for the business centers around helping people restore vital balance and financial strength through life's many transitions- selling a business, loss of a loved one, marriage, divorce, retirement, etc. David has expansive experience in assisting, coaching, and advising clients through major liquidity events, such as selling their business and musicians selling their catalogs. Additionally, his experience in complicated divorce mediations with prominent attorneys has been very fulfilling in helping families negotiate outside of court. In his spare time, David is an avid world traveler, tennis and pickleball player, dog lover, wake surfer, and snow skier, and is always involved in several home remodeling and interior design projects. He has enjoyed building a beautiful friendship with his father and taking him on trips to build special memories, along with being Uncle David to his niece Bailey and nephew Banks and a dog dad to his yellow lab, Jolene.

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