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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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16 Oct How to stop worrying about your financial future - Part 1: How to create your financial plan

Posted at 08:34h in Financial planning, Goals
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Not everyone needs a financial planner, but everyone needs a financial plan. Learn how to create your own and take the first step to financial success....

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13 Oct The weekend starts here - interesting snippets from around the web

Posted at 15:54h in Behaviour, Financial planning, Goals, Investment, Lifestyle, People
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A Library of Mistakes, realising the difference between good advice and effective advice, Nobel Prize winners and How to care for your Introvert, these all caught my eye this week....

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25 Sep Wealth & Financial Planning for women - collaboration not condescension

Posted at 08:47h in Clients, Financial planning, Investment, Leadership, People
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Désolé monsieur, but women tend to live longer than men...

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13 Sep How can working with a financial planner help you?

Posted at 15:03h in Financial planning, Goals
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From our You Tube channel ...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.