Category: 101 Level

Take your financial confidence to the next level!

Find the right fit

How to Choose the Right Financial Advisor Strategy Guide

  Did you know that almost anyone can call themselves a financial advisor?  Is that concerning for you as a consumer or a seeker of financial guidance?  In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in.  I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible.  Below…
Read more


February 10, 2018 0

Stock Investments 101

This morning I spoke at a local high school on how investing in stocks work.  Just like most things, this can be a very complex topic, but I will focus on the high-level points that will allow you to establish a basic understanding of how investing in stocks work. My interest in investing led to me becoming the financial planner I am today.  It was 2009 when I decided I wanted to move out to…
Read more


November 6, 2017 0