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What a Great Financial Planner Can Do for You

What a Great Financial Planner Can Do for You

In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)

The First Financial Question

The First Financial Question

The great majority of what passes for financial advice is directed at optimizing instead of drastic improvement. Any tip, hint, or singular transaction is a tweak on your financial situation and should be treated as such.

What is Financial Planning?

What is Financial Planning?

Financial Planner. Financial Advisor. Investment Advisor. Or even an Investment Adviser. Do these terms create vibrations of stress in your life? I’m going to tell you exactly what I do for clients – not as a sales pitch, but so that you may be able to take some of this away and apply it in your life.

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Would you ever go to a Toyota dealer and ask a salesman whether you should buy a Toyota, a Ford or a Mercedes? Of course not. The Toyota salesman is paid to sell Toyotas so we already know what his answer will be.

Only Own Life Insurance to Replace Income for Those Dependent on You

Only Own Life Insurance to Replace Income for Those Dependent on You

Life insurance is used to pay for things you would pay for yourself if you were alive to do it. Therefore, we only want to buy insurance to replace actual income you expect to earn during your lifetime.