Monthly Archives: August 2013

Don’t go big: Go small!

Tweet How many times have we heard not to put all of our eggs in one basket?  We’ve been taught that idea since we were children, even if we didn’t know it.  Don’t play just one sport, have many friends, and focus on many subjects in school.   Most often this strategy is sound.  Especially as adults, we know that this certainly is … Continue reading

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Life gets in the way!

Tweet As a fee-only financial advisor, I get the opportunity to spend time really getting to know my clients, and I am very fortunate to have a great group of folks to work with.  I am always amazed at what my clients can teach me through their life experiences. I recently was meeting with a client who used to perform consultative work … Continue reading

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Posted in Fee-Only Financial Planning, Financial Planning | Leave a comment