Why the Fiduciary Rule Matters to You

At Financial Freedom, we see this scenario often: You have a bit of money saved up that you’d like to put to good use. Perhaps you’re thinking about investing some of it so you can earn more than the[…]

Filed Under: Comprehensive Financial Planning, fiduciary

Your Comprehensive Financial Planning Checklist

Most of us have heard the phrase, “If you fail to plan, you are planning to fail,” which Benjamin Franklin supposedly once said. The proverb especially rings true for a whopping one-third of[…]

Filed Under: Comprehensive Financial Planning

What Is a Fee Only Wealth Management Firm – and 7 Other Common Questions

Financial Freedom is a fee only wealth management firm. This is a huge benefit for any investor, but many don’t know what that means. So, I thought I’d answer this question along with a few other[…]

Filed Under: Comprehensive Financial Planning

Planning for Financial Freedom at Any Phase of Life

Financial planning is an ongoing process – it’s not something you simply set up and never revisit. Planning for financial freedom in retirement takes a well-thought-out strategy and, I believe, a[…]

Filed Under: Comprehensive Financial Planning

How Estate Planning Fits in a Comprehensive Financial Plan

While “comprehensive financial planning” may not be an every-day term and a concern for everyone, “estate planning” typically is. For the most part, people know what estate planning is, how important[…]

Filed Under: Comprehensive Financial Planning

What Comprehensive Financial Planning SHOULD Look Like

All financial plans are different. But when it comes to comprehensive financial planning, we believe that there are 7 things that should be included:

Filed Under: Comprehensive Financial Planning

10 Ways Wealth Management Firms Differ … and Why This is So Important to Know

When an investor turns to the Internet to find a fee only wealth management firm, there are many options, so it’s incredibly important to know what you’re looking for. How are these firms different?[…]

Filed Under: Comprehensive Financial Planning

How Stocks, Mutual Funds and Exchange Traded Funds Can Lead You to Financial Freedom

A client recently asked me, “What are the thought process/selection criteria and research methods that Financial Freedom employs in selecting and recommending stocks, mutual funds and exchange traded[…]

Filed Under: Comprehensive Financial Planning

Why Comprehensive Financial Planning Should Include an Annual Review

When I work with a client, I look at comprehensive financial planning as a roadmap to achieving their financial goals. I lay out the client’s financial and retirement goals in one place, the[…]

Filed Under: Comprehensive Financial Planning

How a Small, Independent Firm Can Help Lead You to Financial Freedom

The goal for most investors is financial freedom – being able to live the life you want without being stressed about money. But when a majority of investors start their search for a financial advisor[…]

Filed Under: Comprehensive Financial Planning