Why do I Need a Financial Plan?

Why do I Need a Financial Plan?

What is Financial Planning? Think of a financial plan as a map of your financial future. Financial planning is the process of defining your goals, taking an inventory of your current financial situation, and devising a strategy to achieve your goals. Then, after you...
From Client to Planner

From Client to Planner

A few years ago my husband and I decided that we needed help putting our financial future on track, in spite of a PhD (his) and an MBA (mine). I studied the many flavors of financial advisors and concluded that a fee-only advisor with a Certified Financial PlannerĀ®...