Financial Planning and The Importance of Having a Fee-Only, Independent Fiduciary On Your Side

On top of the difficultly you may face getting your finances in order, picking the right planner is another challenge all on its own. We’ll go over the keys to building a solid financial plan, and highlight how important it is to work with someone who is independent, has no conflict-inducing commissions to work for, and has no proprietary products to sell.

Whether it’s something as micro as week-to-week budgeting, or a 30,000 foot view of a retirement plan, I can tailor a presentation and conversation to fit your group’s needs. I enjoy conversations a lot more than lectures!