Blog

Ask what it costs. Then ask what you get for it, because two advisors can quote similar fees for completely different relationships. How advisory fees actually work, what tends to be left out of the number.

"Financial advisor" is one of those titles that sounds far more specific than it is. When someone tells you they're a physician, an attorney, or a CPA, the title itself tells you something. There's a defined body of education behind...

Most people arrive with one question, and it's almost never the whole problem. What a financial planner actually does is work out what your answer changes everywhere else—across cash flow, retirement, taxes, protection, and estate planning.

People want a number: one million, two, three. But I've seen people with large portfolios who couldn't retire and people with less who could. What matters is what the money has to do and here's how I work through ii.

A successful business doesn't automatically create personal wealth. Here's how women business owners can connect cash flow, retirement, taxes, protection, and their eventual exit into one financial plan.

When is it time to hire a financial planner? It’s less about reaching a certain number and more about whether your financial decisions have become important or complex enough that having a plan would help.

Choosing a financial planner is about more than investments. Here's what women and families in the Tri-Valley should look for when choosing an advisor who can help bring their entire financial life together.