Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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financial advisor  |  financial planning

What to Expect Once You Hire a Financial Advisor

You understand the importance of partnering with an experienced, qualified financial advisor to help keep your financial goals on track and gain real clarity over the money matters affecting you and your family. You’ve done the work to research and vet those professionals that share a common philosophy around money management and align with your own principles. Now what?

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Blog Feature

Estate Planning  |  Wealth Management  |  financial advisor  |  financial planning

Financial Advisors - Are You a Doctor or a Pharmacist?

Many financial advisors unwittingly (or in some cases, not so unwittingly) tap into or add to people’s already existing fears. They don’t explain the difference between voluntary and involuntary philanthropy. When people regularly respond, “Well, no, we’ll need that money for us and the kids,” many financial professionals conclude that the conversation is over.  Additionally, they feel this is a conversation that just isn’t worth having unless the client brings it up.

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Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!