The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard Can It Be?” [original article]. Well
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients
I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be
Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit us all the time, asking us to
Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit
