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Financial Plan

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Aug 10 2021August 10, 2021

How does your financial advisor really get paid?

Certified Financial Planner, Estate Planning, Financial Advisor, Financial Plan, Healthcare, Investing / Leave a Comment

As a financial advisor for two decades, I have seen a lot – both with clients and with other financial advisors.  I have come to …

How does your financial advisor really get paid? Read More »

Questions to ask a Prospective Financial Advisor:
Jun 25 2021

Questions to ask a Prospective Financial Advisor:

Certified Financial Planner, Financial Advisor, Financial Plan / Leave a Comment

What are your credentials and experience in working with people like me? Chris Toadvine is a CERTIFIED FINANCIAL PLANNER™ (CFP®), has a Master of Science …

Questions to ask a Prospective Financial Advisor: Read More »

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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Building a Stock Portfolio
Feb 4 2021March 5, 2021

Underweight, Overweight, or Market Weight?

Certified Financial Planner, Financial Plan, Investing, Stock Market / Leave a Comment

A point of reference for building your portfolio In my work with investors, there are certain themes that are so common they are predictable.  For …

Underweight, Overweight, or Market Weight? Read More »

Healthcare Planning
Sep 16 2020

What Do You Do When You Can No Longer Do for Yourself?

Certified Financial Planner, Estate Planning, Financial Plan, Healthcare / Leave a Comment

I have been in practice long enough to see a lot.  Everything from investment scams to complete strangers named in wills to near paupers finding …

What Do You Do When You Can No Longer Do for Yourself? Read More »

A Financial Plan
Sep 3 2020September 16, 2020

What Are the Key Ingredients of a Well Curated Financial Plan?

Certified Financial Planner, Financial Plan, Investing / Leave a Comment

According to Gallup only 30% of Americans have a long-term financial plan.  And yet, I believe the process of financial planning can benefit anyone.  Financial …

What Are the Key Ingredients of a Well Curated Financial Plan? Read More »

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…

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Chris Toadvine Logo

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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