Financial Planning Process
The financial planning process requires a comprehensive framework that provides guideposts to help monitor your progress towards your True North that can be measured effectively on a continuous and ongoing basis.
Financial Planning Services
Depending on where you are in your personal financial lifecycle there are specific financial planning services that can help you move towards your True North. Where to start and what steps can be taken will provide you with a sense of direction and purpose.
Investment & Insurance Products
Have you considered the amount of money you committed to the purchase of investment and insurance products? Many of these purchase decisions involve costs and penalties that are not clearly understood.
Ask Your Financial Advisor
Does your financial advisor disclose how he is compensated when he makes an investment or insurance product recommendation? What responsibilities does your financial advisor have to you concerning these recommendations?
Helping You Set Your Course
Personal Website
Financial Overview
Utilizing A Team Approach
Finding True North
For any destination, understanding the difference between magnetic north and true north allows us to chart the course we need to pursue. Sometimes the difficulty lies not in the destination, but in the path taken. The key to the path that is right for you will require a clear understanding of the risks, fees and taxes you face. Without the proper training and experience in financial matters you must find a pathfinder, a financial advisor.
Do you know what risks, fees and taxes you incur from the financial advice that you follow? Can reliance upon commission-based financial advice keep you from reaching your financial destination?