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10 Attributes of a Great Financial Advisor

10 Attributes of a Great Financial Advisor

by Amber Miller | Sep 26, 2022 | best financial friend forever, financial advisor, financial advisors, financial planner, financial planning

When looking for the right financial advisor, a few things are of utmost importance including: are they a fiduciary, and what conflicts of interest exist, especially regarding how they get paid. But it goes beyond these details. You want to find your person – a...
What a financial planner does…and doesn’t do

What a financial planner does…and doesn’t do

by Amber Miller | Sep 13, 2022 | financial planning

Financial Planning can change your life. Finding a financial planner who “gets you” can be the difference between retiring early and living your best life today. Unfortunately, all financial planners (aka financial advisors, wealth managers, and asset...
A dose of vegetables: fee-based is not the same as fee-only

A dose of vegetables: fee-based is not the same as fee-only

by Amber Miller | Aug 16, 2022 | fee-only, financial planning

There’s been a lot of conversation lately about “fee-based” and “fee-only” financial planning. And if you skim the articles, you may miss the very important distinction between the two. Just like so much else in traditional finance, these...
Success Story:* Busy Student Adventurer

Success Story:* Busy Student Adventurer

by Amber Miller | May 27, 2022 | financial planning, residency, student plan

Meghann Age: 24 Marital Status: Single, No dependents   Goals: Plan to pay off student loan debt. Budget for savings, travel, and first home. Start investing in a retirement plan at work. Figure out how much she can donate to environmental organizations....

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  • 10 Attributes of a Great Financial Advisor
  • What a financial planner does…and doesn’t do
  • A dose of vegetables: fee-based is not the same as fee-only
  • Success Story:* Busy Student Adventurer

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