Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 240

Clients Financial Advice Financial Planning Planning 240

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 227

Clients Financial Advice Financial Planning Planning 227

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

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. Fee-Only financial advisors, on the other hand, do not receive commissions and are compensated through a fee-for-service model.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 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. Focusing on long-term fundamentals and policies can provide a clearer path through the uncertainties of the election cycle.

Financial Market 52

Financial Market Marketing Marketing Fee Only 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 93

Fee Only Compliance CFP Financial Services 93

Your Richest Life

NOVEMBER 12, 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. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Sara Grillo

OCTOBER 21, 2022

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. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Your Richest Life

JULY 15, 2022

As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. -Writing more than 190 blog posts for my own website .

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

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. Whichever approach you choose, make sure it aligns with your goals and needs, and work with a professional if you need more help building the right portfolio for you.

Investments 52

Investments Investing Risk Tolerance Portfolio 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

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? For more information on the services offered, contact Katie today.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

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.

Taxes 52

Taxes Fee Only Electronics CFP 52

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.

Compliance 92

Compliance Financial Advisor Management CFP 92

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.

Financial Advisor 85

Financial Advisor CFP Compliance Management 85

Your Richest Life

DECEMBER 1, 2022

Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Let go when you need to. But they’re not always practical.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

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. The post The Impact of the Recent Bank Failures appeared first on Your Richest Life.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

JANUARY 4, 2023

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Wherever you choose to keep your emergency fund, make sure it’s convenient enough to access in an emergency, but not so convenient that you can tap into it for everyday purchases.

Accounting 105

Accounting Fee Only Financial Planning CFP 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.)

Taxes 105

Taxes Fee Only CFP Financial Planning 105

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. Also, if you do have a healthcare FSA or a dependent care FSA, make sure you’ve filed your claims so far for the year. For more information on the services offered, contact Katie today.

Budgeting 97

Budgeting Taxes CFP Retirement 97

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.

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

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.

CFP 90

CFP Planning Management Fee Only 90

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. Marianela emphasized that if you are seeking a professional opinion, be sure to look for a fee-only advisor with significant experience.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

candidate for cfp® certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven, M.S.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Your Richest Life

MARCH 15, 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. However you do it, the important thing is to know yourself, your money behaviors and your limits around spending.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

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.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

Walkner Condon Financial Advisors

AUGUST 18, 2022

Candidate for CFP® Certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven.

Planning 98

Planning Taxes Certification Financial Advisor 98

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Your Richest Life

SEPTEMBER 2, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. 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.

Planning 102

Planning Fee Only Taxes CFP 102

Walkner Condon Financial Advisors

DECEMBER 13, 2022

FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. ABOUT THE AUTHOR. Alicia Vande Ven, M.S. Alicia Vande Ven , M.S.,

Accounting 98

Accounting Financial Advisor CFP Retirement 98

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!

Tax Planning 75

Tax Planning Taxes Planning CFP 75

Your Richest Life

JULY 29, 2022

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

Budgeting 116

Budgeting Accounting Education Fee Only 116

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm.

Certified Financial Planner 52

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. For more information on the services offered, contact Katie today.

Food 104

Food Insurance Certification Fee Only 104