I can’t talk about holistic planning, without mentioning how to find the right advisor. Let me start by saying that there are a lot of great advisors that I trust…
I was recently interviewing prospective clients, and one of the gentlemen asked a question about a phrase I used – “holistic financial planning.” It’s a great concept that everyone should…
At the end of last week, my friend and advisee Shannon Downey paid off the first big loan in her debt snowball. Amid the many well deserved congratulations and praises…
In completing your year-end review, you may realize that you need a financial advisor to help get you on the right track. Picking one, however, may be harder than you…