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Tag: fee-only financial planning

106 Things We Do For Clients, No. 1

What do fee-only financial planners really do for clients? In listing answers to that question, we came up with 106 specific things. Here is the first one. 1. We care more about you and your money than anyone who doesn’t share your last name. No other...

CFP No Guarantee Financial Adviser Puts Your Interests First

Watch this video on YouTube One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their...

Financial Consigliere Can Help Resolve Money Issues

Watch this video on YouTube “I am tormented by the guilt of inheriting millions of dollars.” I heard this statement from a young man who had inherited his parent’s fortune. He was being interviewed by George Kinder, founder of the Kinder Institute, at a...

DOL Fiduciary Rule May Be Good News for Consumers

Watch this video on YouTube The Department of Labor’s groundbreaking new Fiduciary Rule may change the legal responsibilities of advisors who sell financial products for consumers’ retirement accounts. Financial services industry pundits aren’t sure...

Finding a Financial Advisor with Heart Skills

Watch this video on YouTube I’ve written from time to time about the qualities to look for before you engage a financial planner, such as experience, professional qualifications, and having a fiduciary responsibility to clients. One other factor is often...