A new client recently asked me what our role was in the financial planning relationship. She wanted to know if we just took over and did everything, or if we served as a kind of educator only. I thought about an article I had recently read..
We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written..
In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and..
Choosing a Financial Advisor (white paper excerpt) In our soon-to-be-published white paper, “Redefining How to Choose a Financial Advisor” we follow a train of thought from a common method for finding an advisor, starting with a..
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