All in Financial Planning

What is #FeeOnly Financial Planning?

Article Source: https://www.napfa.org/financial-planning/what-is-fee-only-advising

The way in which your financial planner is compensated can make all the difference in the recommendations they make for you. That’s because some advisors work under a standard that requires only that their recommendations be suitable to your particular situation. Other planners work under a fiduciary standard that requires advisors to consider what is in their client’s best interest. You may be wondering why your advisor would make a recommendation that is not in your best interest. That’s where the issue of compensation comes into play.

Writing Your Own Financial Plan, Part 2 — Goal Setting

The second part of this three part series, is around the topic of: GOALS.

For some people this gets you really excited, and the prospect of writing goals, and thinking about the future and setting goals is a motivating and energizing experience. That’s wonderful, run with it and use this skill for setting goals to better your financial life. For many, however, the idea of goal setting is daunting or just plain dull. For some the very word “goal” causes you to feel anxious or maybe you just don’t believe in goal setting and it hard to think with any real clarity about the future.

I'm teaching a 'Planning for Financial Independence' course at Cuesta College

Join me this summer as I teach a course on Planning for Financial Independence at Cuesta College.

About the class:

Planning for Financial Independence

We will cover the fundamentals of sound personal financial planning. We will help you chart a course for financial independence according to your values, goals, and targets. We will teach cash flow planning, risk management, investment management, college education savings, retirement planning, and estate planning basics.

Summer 2019

Register Online Here