How to Find the Right Financial Planner for YOU

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You like the idea of working with a financial planner, but you have no idea how to go about finding the right one for your situation. Well in this post I’ll show you how to find a financial planner who can help you achieve your financial goals, at a cost you can afford, no matter where you’re starting from.Read more…

Should You Hire a Financial Planner or Do It Yourself?

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You’re ready to get your financial life in order, but now you face a big question: should you hire a financial planner or do it yourself? There are good arguments on both sides, and in this post we’ll break down both options so that you can make a more informed decision and eventually put your family in the best financial situation possible.Read more…

How to Make Your Own Personal Financial Plan

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If you want to create your own personal financial plan, this post is going to help you do it. In fact, I’m going to lead you through the exact process I use when I work one-on-one with clients. So here it is: how I go from not knowing a client to creating a financial plan that allows them to live the life they want.Read more…

What Is Financial Planning and How Can It Help?

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What exactly is “financial planning”? There are a lot of different ideas out there about what it is, and a lot of different people who call themselves financial planners or financial advisors. And that can make it a little confusing when you sit down to create your own plan. With all those definitions out there, how do you know what to focus on?Read more…