What a FINANCIAL PLAN Accomplishes
October 24, 2016
Done correctly, its ultimate purpose is to be a road map, a guide, the central piece in financial decision making.…
Financial Planning
The Dentist and the Financial Planner (Part 2)
October 21, 2016
Having the Good (dentist and financial planner). We also want the positive achievements that come with a wise process. We…
The Dentist and the Financial Planner (Part 1)
October 20, 2016
As a good dentist is for our teeth, a good financial planner is for our finances. Why would someone have…
Dangers of “Do-It-Yourself” Financial Planning
October 5, 2016
“Lessons in life will be repeated until they are learned.” Frank Sonnenberg We face many forks in the road.…
Why Does the Financial Planning Profession Seem so Screwed Up?
September 9, 2016
“Without a struggle, there can be no progress.” -Frederick Douglass Does the financial planning profession have its act together?…
Run Fast (Screaming) from These Three Financial Advisor Promises
September 7, 2016
“Guy puts a fancy guarantee on a box ‘cause he wants you to feel all warm and toasty inside.” -Tommy…
Myth: Only “Rich People” Need Financial Planners
August 26, 2016
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon…
Financial Planning Fees: An Analogy
August 23, 2016
“One good analogy is worth three hours discussion.” -Dudley Field Malone We need to purchase a refrigerator. When we…
The Best Ways to Pay for Financial Planning Service to Build Wealth
August 16, 2016
“Pricing is actually a pretty simple and straightforward thing. Customers will not pay literally a penny more than the true…
The Financial Planner As Quarterback, You As Coach (and Owner)
July 19, 2016
“I am hunting for people who would be a good colleague or teammate, not someone who works for me.” -Jack…