Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning.

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Your Richest Life

MAY 20, 2025

Having a plan can cut down on your stress, and allow you to feel more in control of your finances. Keep in mind that life is unpredictable, and its okay for your financial plan to adapt to your changing circumstances. Look into the Financial Therapy Association to find a therapist that suits your needs.

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Management Certified Financial Planner Financial Planning Planning 52

Your Richest Life

NOVEMBER 1, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post How Presidential Elections Affect the Financial Markets appeared first on Your Richest Life.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.

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Insurance Financial Planner Fee Only Financial Advisor 98

Your Richest Life

NOVEMBER 12, 2024

That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Budgeting Fee Only Planning CFP 52

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

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Financial Market Marketing Marketing Medicine 52

Your Richest Life

NOVEMBER 26, 2024

Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Personal Finance Habits of a Successful Retiree Should You Retire Early?

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Retirement Planning Fee Only Financial Planning 52

Your Richest Life

JANUARY 27, 2025

About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today. The post Active vs. Passive Investing: Which Strategy is Right for You?

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Investing Investments Risk Tolerance Portfolio 52

Your Richest Life

JULY 15, 2022

Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. -Writing more than 190 blog posts for my own website .

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Financial Planner Fee Only CFP Clients 105

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. You have to ask for what you want.

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Financial Planning Planning Medical Retirement Planning 59

Your Richest Life

FEBRUARY 15, 2022

Even if you’re a spontaneous traveler, this year it’s still probably for the best to plan things out well in advance. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Goals are great, and they can help you make real progress in your financial life. Let go when you need to.

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Your Richest Life

MARCH 12, 2025

About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. If you do use an extension, make sure you mark the new date on your calendar to avoid accidentally missing that deadline, or incurring penalties.

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Taxes Fee Only Electronics CFP 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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Financial Planning Planning Financial Planner CFP 52

Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Accounting Fee Only Financial Planning CFP 105

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

MARCH 15, 2023

When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. Second, planning requires you to put a bit more thought into what you’re treating yourself with. First, you can eliminate the guilt that sometimes accompanies impulse buys.

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Budgeting Financial Planner Planning Financial Planning 111

Your Richest Life

MARCH 31, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

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Banking Insurance Accounting Fee Only 105

Your Richest Life

FEBRUARY 27, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For example, a Tesla Model 3 would technically apply for this credit right now, but a Tesla Model S or Model X would not. due to the vehicle’s MSRP.)

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Taxes Fee Only CFP Financial Planning 105

Your Richest Life

OCTOBER 31, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more tips about creating a prosperous retirement, check out my post on the personal finance habits of successful retirees. About Your Richest Life.

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Retirement Accounting Taxes Retirement Planning 110

XY Planning Network

APRIL 3, 2023

That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

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Financial Advisor CFP Compliance Management 96

XY Planning Network

MAY 8, 2023

Last month we invited XYPN members, Corey Beal, CFP® , and David McPherson, CFP® to sit down with XYPN Managing Director of Compliance, Travis Johnson, IACCP®, t o discuss the ins and outs of managing compliance as an independent RIA owner.

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Compliance Financial Advisor Management CFP 98

Your Richest Life

SEPTEMBER 2, 2022

Finally, if you’re dealing with a significant amount of student debt, here are some tips to help you create a payoff plan: About Your Richest Life. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Planning Fee Only Taxes CFP 102

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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Your Richest Life

JUNE 3, 2024

Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget. The post Check in with Your Financial Goals this Summer appeared first on Your Richest Life. For more information on the services offered, contact Katie today.

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Budgeting Taxes CFP Retirement 97

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Schedule your free strategy call here.

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Certified Financial Planner CFP Financial Planning Fee Only 52

Your Richest Life

OCTOBER 1, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. National Hurricane Center for up-to-date information on tropical storms and hurricanes. About Your Richest Life.

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Food Insurance Certification Fee Only 104

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

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Financial Advisor Certified Financial Planner Ethics CFP 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

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Financial Planner Fee Only Financial Planning Financial Counseling 59

Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

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Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

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Financial Planning Compliance Financial Planner Fee Only 52

Walkner Condon Financial Advisors

DECEMBER 13, 2022

Financial planning, done right, is a helping profession, and I couldn’t wait to help people. However, given the lack of financial need our family had, I struggled to justify putting my job ahead of my childcare and household responsibilities. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR.

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Accounting Financial Advisor CFP Retirement 98

Your Richest Life

JULY 29, 2022

You can read about more of my favorite resources and advice in my “How to Improve Your Financial Literacy” post. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Budgeting Accounting Education Fee Only 116

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

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Tax Planning Taxes Planning CFP 91

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Go for Fee-Only Financial Advisors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

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