Ep #6: How Do I Know If I Have The Right Advisor?

In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach and your personal financial goals. Haas Financial Group strives to provide a proactive, personal relationship while delivering unbiased, holistic and fiduciary advice. If you’re not sure if you have the right advisor, give us a call to schedule your free complimentary consultation!
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Ep #1: What Is Financial Planning Anyway?

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.  This week's conversation clarifies what is it that we really DO as Financial Planners.
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Cleaning Out Your Financial Garage

 

 

I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that should just be thrown away. I stack tools on my shelves instead of putting them back where I got them. Instead of taking an extra minute or two out of my day, I end up creating what becomes a weekend long project each year – cleaning out my garage.

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