Dustin Whiteside has been a financial planner since 2015 and holds the CFP designation. Through Dustin Whiteside Consulting, he and his team of professionals help people optimize their financial services, build plans, and put them into action.
During seven years as a financial planner at a large financial institution, Dustin saw specialized advice for complex situations promised but often underdelivered. He wanted to find practical solutions and do work with meaningful impact. Over time, he found himself more aligned with independent practice than with being a company man. He teamed up with a group of professionals he describes as operating on the cutting edge.
Over the last five years, Dustin has become one of those operators. He began sharing what he had learned by writing Enduring Inheritance. The book has since grown into an accompanying workbook and online system, designed to make the process easier and more efficient, and to help families work through it across distances and busy schedules.
Dustin created Legacy Compass because he wanted families to have more than theory: a practical path for turning reflection into plans, shared understanding, and action. He hopes this work can help strengthen families and, in turn, the communities around them.
Enduring Inheritance is Dustin's second book. His first, Becoming a Millionaire by 40: Stories and Strategies from a Financial Planner, covers financial-planning topics to help people get started on their journey.