They’re Selling You The Sizzle, Not The Steak
So the larger planning firms must be better at what they do, right? They must have proprietary skillsets, technology, and other solutions that are only available through them. After all, they currently hold almost all of America’s wealth and frontload a shocking amount of lobbying money against the fiduciary standard. The assumption by many clients […]
What Is The Perfect Financial Plan?
There are many trustworthy resources out there that can help you define the technical makeup of a financial plan. This article is not about that part of the planning process. After making thousands of plans, I can tell that you that my job as a planner is to craft plans that: (1) include every pertinent […]