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Tag Archives: financial planner
The Value of a Fee Based Advisor
A shared goal, a stronger relationship. Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. … Continue reading
Posted in Retirement Planning, Retirement Saving
Tagged Choosing a Financial Advisor, Fee-based Advisor, Fee-only Advisor, financial planner
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Value Based Financial Planning – what is important to you?
When you talk about spending, budgeting, and planning for the future, where does the conversation usually end up? It goes without saying that it will probably take a different path depending on who it’s with. This conversation with a friend … Continue reading
Posted in Budgeting, Debt and Saving, Retirement Saving, Spending
Tagged Budget, financial adviser, financial planner, Saving, spending plan
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