Why Hire a Financial Planner?


The future is coming faster than expected and it’s coming whether you are ready or not.


You may be one of the millions who haven’t planned for the future.

You may feel like your only hope is to win the lottery. That is extraordinarily unlikely since the odds are 1 in 175,223,510.

The odds are not in your favor.


A better option (possibly the best option) is to hire a fiduciary planner.


Benefits of hiring a Fee-Only Certified Financial Planner(TM):


1. Identifies your long-term financial goals and the steps needed to achieve those goals.


2. Sees your finances from a holistic point of view so you understand your individual financial decisions.


3. Creates integrated strategies that take into account the interconnectedness of your financial activities.


4. Holds you accountable and helps you follow through with necessary changes.


5. Tracks your progress and makes adjustments as you experience new life events or develop different perspectives.


6. Protects you from unnecessary fees.


7. Keeps you from paying too much for insurance.


8. Keeps you from paying too much in taxes.


9. Keeps you from losing money to hidden charges.


10. Mitigates fear and greed. Keeps you from doing harm to your portfolio.


11. Advocates for you and protects you from Wall Street and other predators.


12. A Certified Financial Planner(TM) is required to put your best interests first.

  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero