Financial Planning

How to Find a Financial Planner That’s Right For You!

Finding a financial planner can be a daunting task, especially since he or she is someone who will potentially be managing your life savings and giving you advice on various important topics. This decision is not one that you should take lightly, so in today’s blog post you’ll learn 5 things that you need to evaluate in order to find a financial planner that is right for you.

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(VIDEO) 1 Very Important Guiding Principle of Financial Planning

Many people have good intentions with wanting to get their finances organized and their financial planning in order. But in order to do this successfully, you must abide by this one very important principle that I discuss in today’s video blog.

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(VIDEO) 3 Life Events That Impact Your Personal Finances

In today’s video blog, you are going to learn 3 VERY SERIOUS life events that will significantly impact your personal finances. Trust me, you do not want to miss this short 2-minute video. And one last thing – it’s not what you think!!! 

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3 Sure Fire Signs You Need to Hire a Financial Advisor

While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire signs you should hire a financial advisor.

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How Financial Planning Helps You When Your Spouse Dies

We’ve had several clients unfortunately lose their spouses (some at a very early age) over the past few years. So today, I want share with you how we helped out in those difficult situations and how financial planning has benefitted them. 

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What To Expect When You Hire A Financial Planner

Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the expectations you should have when working with a financial planner. In other words, what should a financial planner be doing for you?

In today’s blog post, I will be sharing the 3 major things that you should expect.

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Your Responsibilities When Working With A Financial Planner

There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the best relationships will also focus on what a financial planner expects from YOU. After all, it should be a relationship, not a one-sided street. So, in today’s blog post I will be discussing what is required of you and that if you don’t properly perform your role, you could miss out on extremely important planning opportunities that could significantly impact your wealth!

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(VIDEO) Professional Financial Planners or DIY: Which is Best?

Whenever you see a blog post from a financial planner, you’re first reaction is likely that this is going to be completely biased and they will try to convince you to use their services. Well, sit back and relax, because this post is going to be unbiased and you will learn the 3 things that will help you to decide whether or not to use professional financial planners or be a DIY(er).  Read more “(VIDEO) Professional Financial Planners or DIY: Which is Best?”

Why You Don’t Have To Be Wealthy To Hire A Financial Advisor

Many people shy away from hiring a financial advisor because they think they aren’t wealthy enough. In today’s blog post, I will discuss that this mindset has evolved as a result of some arrogant and greedy decisions by those in the financial planning and investment industry. However, there is good news in that even those who are not wealthy can still get the financial guidance they need to possibly one day become wealthy.

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6 Important Benefits of Financial Planning You Need to Know

Often times, certain things in life get put on the back burner. For me it’s house projects; primarily because I’m just not that good at them. We all have certain gifts in life and being handy is not one of mine. But none the less, I recognize the importance of taking care of the home. If not done, then things begin to fall apart possibly costing you a lot of money in the long run. 

The same thing happens with financial planning. Whether or not you like doing it (or are good at it), it is something that if not handled could cause you to face financial turmoil in the future and miss out on financial benefits today. With that said, today I will be focusing on 6 benefits of financial planning that will hopefully motivate you to take action.

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