Financial Planning Insights and Money Mindset Resources
Browse practical financial planning articles and monthly newsletters that combine strategy and psychology to help you make clearer, more confident decisions with your money.
How much does it cost to work with me as a financial planner?
I believe pricing should be clear before you decide to move forward, so I offer three different planning packages.
My Retirement Consultation is $800 and is designed for someone with a few specific retirement questions.
My Financial Cl...
I spent many years working in traditional wealth management, so I understand both models from the inside. There are many good people doing good work within banks and investment firms, but the biggest difference is how the advice is structured.
At a bank, the conversation is often focused on the ac...
What does an advice-only financial planner do?
The simplest answer is that I help you make informed decisions about your entire financial life, without selling you anything.
I look at how all the pieces fit together, including your cash flow, investments, taxes, retirement, pensions, insurance, e...
If you are looking for help with your money, you may come across financial advisors, financial planners, investment advisors, insurance advisors, portfolio managers, money coaches and bookkeepers.
It is no wonder people are confused.
The simplest answer is this: a financial advisor generally advis...
If you have booked your first meeting with a financial planner, you may feel as though you should arrive with a perfectly organized financial life.
Perhaps you think you need to gather your tax returns, investment statements, pension information, insurance policies, mortgage balance and a detailed ...