3 Actionable Strategies to Consider When Markets Take A Dump 💩
While “up” is the long-term trajectory of the stock market, this year has rudely reminded us that in the short term, markets can and will be volatile.
The Importance of Financial Advisors Investing in Themselves
Make sure that the financial advisors you consider have invested significantly in their competencies.
5 Myths of Working With a Financial Advisor (Plus a Bonus Myth)
A lot of people make assumptions about financial advisors, traditional financial planners and even financial life planners like myself.
How to Think About Financial Life Planning Goals
It’s that time of year when people are working hard to keep their New Year’s goals.
How to Set Realistic and Attainable Financial Life Planning Goals
As the new year approaches, a lot of us are compiling a list of goals we want to achieve in the new year.
How Does Financial Life Planning Work?
Our job is to help you use the resources you have to live your best life right now, instead of just during retirement (though we’ll do that, too). That’s what financial life planning does. It puts the emphasis on your entire life.
What Does it Mean to be a Fee-Only Financial Life Planner?
In paying for financial advice, intentionality is also a good thing. Let me ask you this: Does it matter how your financial advisor is paid? We think it certainly does. A lot of people don’t realize this, but not all financial advisors/planners charge the same way.
Financial Planning Services Explained
In a two-part series about the differences between financial planning and financial life planning, I introduced a bunch of financial planning services. I want to go into a bit more depth about them here.
How Does Investment Management Fit into Financial Life Planning?
I want to explain what investment management really is and how it can magically make you sweet dough while you sit all day and binge the latest season of Stranger Things.
Financial Planning vs. Financial Life Planning: What’s the Difference? (Part 2)
Enter financial life planning (financial planning 2.0). It’s exactly as it looks: putting your life (and all of its authenticity) in the middle of the financial plan. Yes, it incorporates all of the elements of financial planning 1.0, but it’s a lot more than that. Financial life planning is different because it adds a personalized discovery process that enables the planner to truly get to know you.
Financial Planning vs. Financial Life Planning: What’s the Difference? (Part 1)
I want to explain what financial planning “does.” In this post, the first of a two-part series, I’ll focus on the basics of financial planning. And in part two, I’ll explain how financial life planning differs and why I think it’s a better approach.