Blog Articles
What is a financial plan?
A financial plan is like a roadmap for your personal finances. At its core, the financial plan does essentially three things: it assesses where you are now, defines where you want to be, and provides you with the action plan to help get you there.
What is your financial adviser's process?
How can you tell if your adviser is a fiduciary, fee-only financial adviser? The easiest way is to ask them about their financial planning process.