All of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
NAPFA and the Fee-Only Network both require that I only receive payments from my clients. That means you will never be steered into a product that is not in your best interest. I have nothing to sell and receive no commissions.
Being a Certified Financial Planner professional means that I have met rigorous requirements (education, experience, ethics, and testing). This requirement assures my clients that I’m able to help them build a comprehensive financial plan.
The XY Planning Network is an organization that supports financial planners who wish to serve their peers in Gen X & Y, traditionally an underserved market.
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]Read more
Am I on track financially? The answer to this question is why many of my clients reach out to me initially. This is a very scary question to ask for many because most are not on track and acknowledging this reality means that you may need to shift either your goals or change your behavior to align your financial decisions with what is most important to you. The answer to are you on track is[…]Read more
If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing[…]Read more
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