How to Find the Right Financial Advisor
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…
Tag: cfp
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Reader Question: What Is Holistic Financial Planning?
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… -
Why Ben and I Met with a Financial Advisor
I never thought that I would get so much flack for doing what I advise people to do all of the time – see a financial planner. When I first… -
Three Guidelines for Picking a Great Financial Advisor
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… -
Three Guidelines for Picking a Great Financial Advisor
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…