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Category: Principles

Why I Advocate For Passive Investing For Clients

Why I Advocate For Passive Investing For Clients

Winston Churchill is often credited with the statement that democracy is the worst form of government, except for all the others that have been tried. This is a lot like how I view the whole active vs passive management debate because there is no perfect way in which to manage a portfolio.  But I believe there are significant guideposts to follow that can make the decision a little clearer.  There has been a lot of ink spilled over this single…

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My Investing Principles

My Investing Principles

When choosing a financial advisor, it’s critical that you agree on a common set of beliefs to ensure that proper expectations are set.  Therefore, I felt it would be helpful to make my specific planning and investing principles readily available.  Below you’ll find my Investing Principles.  If you’re interested in my Financial Planning Principles, click here. Investing Principles: Your Financial Plan Determines Your Portfolio – We build financial plans with your goals as our primary compass[1].  Once we’ve established what you…

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My Financial Planning Principles

My Financial Planning Principles

When choosing a financial advisor, it’s critical that you agree on a common set of beliefs to ensure that proper expectations are set.  Therefore, I felt it would be helpful to make my specific planning and investing principles readily available.  Below you’ll find my Financial Planning Principles.  If you’re interested in my Investment Principles, click here. Financial Planning Principles: In order to be successful financially, you need a plan – The financial plan and the planning associated with it is…

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My Process – What You Can Expect

My Process – What You Can Expect

The process I use has been designed to help you make a comfortable decision regarding who you’d like to partner with for your retirement.  There is no cost or obligation for going through this process as I want you to know exactly what you can expect before you pay us a single dollar. Step One – Initial “Fit” Meeting: Perhaps most importantly, I understand that for many people, the most uncomfortable part of meeting a potential advisor for the first…

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