We Have The Coolest Clients
May 17, 2010
Taking a break from the seriousness of money, I have to tell you I have some of the coolest clients. Dana Nelson owns Green Twig Salon over in Noe Valley
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
The Decision To Pay For College
May 10, 2010
I have been having a lot of conversations lately with clients about funding college education for their kids. I thought I would walk you through my inquiries to these folks
The Search for Financial Security
May 3, 2010
I was at the Association for Corporate Growth’s conference in San Francisco this year and the keynote speaker at lunch (who was great) made the point that people don’t repeat
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Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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