You are overwhelmed. You try not to show your worry but you worry. You're not sure if you're doing everything right when it comes to finances. You wonder what everyone else is doing and how they are doing it. You are not alone (or at least, you don't have to be alone). Let me tell you a story.
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.
Please enjoy our ECONOMIC COMMENTARY, TIME & WEALTH MANAGEMENT strategies that we share monthly with our clients.
All financial advice is not the same. For far too long, the leaders and lobbyists of the largest financial services companies have intentionally confused the public about what is or isn't advice. Do most financial professionals give advice? Yes. Are they all willing to take legal responsibility for that advice? No.
On February 2nd, 2018 our firm was featured in the New York Times along with the 600+ other advisory firms associated with the XY Planning Network. Our firms are changing the way the industry approaches clients and changing the industry at the same time. Here is an excerpt from that article along with a link to the full column by Ron Leiber, Your Money columnist for the New York Times.
FAIRFAX, VA circa 1997 - 20 years ago, I was just graduating from George Mason University with a degree in accounting, ready to one day to take the CPA exam. I was full of ghost stories about how difficult the CFP® exam was. I heard it was "full of math," divided into 10 sections and even for an accounting graduate - admittedly, I wasn't the top of my class - entirely too hard to even consider. What I didn't know was the CFP® exam was in my future.
DALLAS, TX - On Tuesday , August 29th, I had the pleasure of moderating the "Diversifying Your Service Model" breakout session for the 2017 XY Planning Network. As a member of XYPN and their Advisory Committee, one of the things I like most about the organization is their commitment to serving the next generation f advisers, who in turn serve Generation X and Y. At this panel, we spoke about the ways we could serve clients at various stages of wealth development.
"Free Consultation Friday" calls are offered to the public by appointment, as a vehicle for getting that one answer to a financial question you've been too embarrassed to ask friends, family or even your current financial advisor.