How to Find a Great Financial Planner

6 Secrets to Choosing a Financial Planner

Every person in this country could use some financial planning help to make the smartest choices possible with their money. From my perspective as a wealth coach and Certified Financial Planner professional today, I wish that I had known a financial planner 25 years ago when I was starting out on my own. I would have made very different financial decisions along the way and would be in a much better place today if I had. Having been both a financial planner and financial planning client, I put together this list of the six secrets to choosing a financial planner.

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What to Do with Your Investments in a Volatile Market

What to Do with Your Investments in a Roller Coaster Market

Being invested in the market as of late is like being on a roller coaster ride, although for most investors, not quite as fun. Find out what to do with your investments – whether you have a 401(k), stocks, bonds or otherwise – in a volatile market. Certified Financial Planner, Gelasia Steed, offers some helpful guidance.

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