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Month: March 2021

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Planners vs. Plumbers

Mar 5 2021March 5, 2021

Planners vs. Plumbers

Certified Financial Planner, Financial Plan / Leave a Comment

When was the last time you took a cold shower? For me, it was this past Saturday and… WOW! It had been a very long …

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How does your financial advisor really get paid?
Questions to ask a Prospective Financial Advisor:
Planners vs. Plumbers
Underweight, Overweight, or Market Weight?
6 Financial Things your Widow(er) Needs to Know…

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Chris is a Certified Financial Planner™ professional with years of experience helping affluent individuals and families manage the details of their financial life.

Categories

Certified Financial Planner (8)
Estate Planning (3)
Financial Advisor (2)
Financial Plan (6)
Healthcare (2)
Investing (4)
Stock Market (1)
Uncategorized (2)

Recent Posts

How does your financial advisor really get paid?
Questions to ask a Prospective Financial Advisor:
Planners vs. Plumbers
Underweight, Overweight, or Market Weight?
6 Financial Things your Widow(er) Needs to Know…
With interest rates so low, should I even have bonds in my portfolio?

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