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Myth: Only “Rich People” Need Financial Planners

 “Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” -Pablo Picasso   Let’s cut to the chase.
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The Financial Planner As Quarterback, You As Coach (and Owner)

“I am hunting for people who would be a good colleague or teammate, not someone who works for me.” -Jack Dangermond   The NFL teams attaining the most success achieve synergy between owner, coach, and quarterback. The owner and coach
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Achieving Big Things – The Compounding Of Small Actions

“Great things are done by a series of small things brought together.” -Vincent Van Gogh   Can a marathon be completed without ever running? Can a book be published without ever writing? Can you build a business without working? Of
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How Not To Invest – The Unprincipled Way

“The four most expensive words in the English language are ‘This time it’s different.” -John Templeton   What if we knew that the secret to investing is that there is no secret? What if we knew that the constant search
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How To Invest – The Principled Way

“The stock market is a giant distraction to the business of investing.” -Jack Bogle   When it comes to investing, what matters and what doesn’t? Are there timeless principles we can rely on? Of course there are. Top independent researchers
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What Even Is A Financial Goal Plan And Why Are We So Confused?

“Average people have wishes, confident people have plans.” -Anonymous   We live in a culture intoxicated by the use of the terms financial plans, financial goals, financial goal plans, and comprehensive or integrated financial goal plans. If we doubt that,
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