XY Planning Network

NOVEMBER 14, 2022

Knowledge is Power, Power provides Information; Information leads to Education, Education breeds Wisdom; Wisdom is Liberation. For some financial advisors, it may have been decades—because until recently, financial advisors who did not hold a professional designation were not required to complete any continuing education.

Education 98

Education Financial Advisor Clients Fee Only 98

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

The Chicago Financial Planner

NOVEMBER 8, 2021

Financial Planning is vital. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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.

Fee Only 52

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.

Fee Only 104

Fee Only Compliance CFP Financial Services 104

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Nerd's Eye View

SEPTEMBER 10, 2024

So, whether you're interested in learning about how serving a niche can help a newer advisor gain credibility with clients, using a podcast to generate new client leads, or how to profitably transition from a broker-dealer platform to the RIA model, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Mason.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

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?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

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.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

JULY 29, 2022

That means that many students leave home without any financial education to prepare them for life on their own. According to Experian, 76% of Gen Z-ers wished they took a financial literacy class in high class. . Financial Literacy for Teens (ages 14+). It’s not for a lack of interest, either. About Your Richest Life.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Your Richest Life

SEPTEMBER 2, 2022

Do I qualify for The Biden Administration’s Student Loan Debt Relief Plan? Department of Education will forgive up to $20,000 for Pell Grant recipients, and up to $10,000 for non-Pell Grant recipients. The post FAQ: The Biden Administration’s Student Loan Debt Relief Plan appeared first on Your Richest Life.

Planning 102

Planning Fee Only Taxes CFP 102

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.

Financial Advisor 52

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. I hoped to empower and educate my clients, and show them that their dreams were possible. Your Richest Life is ten!

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Indigo Marketing Agency

JANUARY 4, 2022

Fee-Only Web Page Financial advisors know a lot of jargon. Even simple terms like “fee-only” may leave them scratching their heads. Fee-Only Web Page Example 1 Fee-Only Web Page Example 2 2. Resources Web Page Your “Resources” web page is like an educational hub.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm?

Certification 104

Certification Education Clients Fee Only 104

XY Planning Network

MARCH 13, 2023

He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice. At the annual conference, we do things differently, too.

Financial Advice 96

Financial Advice Financial Advisor Financial Advising Education 96

International College of Financial Planning

AUGUST 2, 2021

These include – Education – Some self-trained Financial Advisors have spent years in the industry and gained insights into this trade and have done well for themselves. However, this isn’t what you are aiming for and to find your foot in the industry you will need the right kind of education.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. First, I want lots of educational content to foster a better understanding for clients and prospects alike. In my case, there are two primary goals.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. Paying off student loans , saving for your child’s education or paying off your mortgage are goals that many people have, but don’t forget to support yourself, too.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Indigo Marketing Agency

FEBRUARY 6, 2020

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. About Bryan Lee, CFP ®. Schedule your free strategy call here.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Your Richest Life

MARCH 15, 2022

Global Giving has set up a fund specifically for Ukrainian crisis relief, which provides refugee assistance in accessing shelter, food, clean water, health and psychosocial support, and education and economic assistance. UNICEF is also working to help children caught in the middle of the crisis. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

FMG

SEPTEMBER 29, 2023

In addition, join a financial organization to gain credibility and become more established in the industry. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Allowing you to network with others in the industry and get your name out.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Gen Y Planning

DECEMBER 4, 2023

If applicable, set up a payment game plan or a strategy to refinance your debt at a lower interest rate. You might be saving for multiple goals – an emergency fund , a sabbatical or career pivot , retirement, college education expenses for your kids, the list goes on. Not sure where to begin?

Planning 64

Planning Accounting Banking Retirement 64

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Accounting 98

Accounting Banking Certification CFP 98

Yardley Wealth Management

JULY 31, 2020

FINANCIAL PLANNING, FINANCIAL MANAGEMENT. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). The recent news on job loss is staggering.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Planning 52

Your Richest Life

JANUARY 31, 2022

EE bonds can be exempt from federal income taxes if they’re used for qualified education expenses. For example, if you’re considering buying savings bonds to help pay for education costs, a 529 plan typically has more to offer long-term. It depends on how much you’re looking to invest. About Your Richest Life.

Investing 52

Investing Investments Taxes Education 52

Yardley Wealth Management

OCTOBER 26, 2020

Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County). Our law firm is Yardley Estate Planning, LLC , and is in the same place. As always, hang in there. .

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Your Richest Life

MAY 6, 2022

IDR – The Department of Education is conducting an adjustment that will count forbearances longer than 12 consecutive months and 36 months cumulative toward IDR loan forgiveness. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Budgeting 52

Budgeting Fee Only Planning Government 52

Your Richest Life

OCTOBER 15, 2024

Tuition Reimbursement – Some companies incentivize employees to continue their education by offering to reimburse their tuition expenses. There are typically stipulations like grades and how long you plan to stay with your company after your class, but these programs can be immensely valuable.

Insurance 52

Insurance Healthcare Retirement Accounting 52

Sara Grillo

APRIL 25, 2022

Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. However after doing so, Out of the Office Planning was never the same. Todd Keffury.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52