Why Planning is More Important Than the Plan

“In preparing for battle I have always found that plans are…
active passive strategy

Active vs Passive Investing: What Really Matters?

There has been an on-going debate for years between active and…
financial planning, CFP, financial planner, financial advice

7 Ways a "True Financial Planner" Provides Value

I often get asked, “What does a financial planner do?” And…