New Article on Firing your Financial Planner!

I wanted to let you know about an article I published recently with several online media outlets. In the piece, I answer the central question of my professional outreach -- why you should fire your financial planner.

I am not necessarily advocating that you never seek the guidance of a financial planner. Instead, I want to encourage you to enter the relationship as an educated consumer. You need to know if your planner is a good listener. You must find out how he or she is compensated. You should research enough about money management to determine if you are receiving sound advice.

Please check out the entire article and then let me know what you think! If there is a way that I can counsel you through your financial questions, I would love the opportunity to meet with you.