Request – 3 Key Reasons to Avoid DIY Financial Planning

The 3 Key Reasons to Avoid DIY Financial PlanningIn this paper we share three ways you can gauge the value of financial advice you get from working with a professional, credentialed financial advisor versus trying to achieve financial security on your own.

  • We’ll review studies that quantified the actual value of financial advice across an entire industry.
  • We’ll look at 11 behavior tendencies of investors so you can avoid these for yourself.
  • We’ll look at seven comprehensive financial planning techniques that could save many thousands over your lifetime.

Lifelong Blog

What I Learned in 2020

What I Learned in 2020

3 of 3: Happiness And now, the long-awaited finale to my three-part series of what I learned in 2020. (Go ahead and insert a joke, as some may say I’ve learned nothing, ha). For those who missed part 1 on health or part 2 on wealth, give them a read if you’d like. For...

What I Learned in 2020

What I Learned in 2020

2 of 3:Wealth Picking up where I left off on my three-part series, I’d like to focus on Wealth. For reference, part one was a deep reflection on what I learned about health in 2020. In shifting my focus,...


When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

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