I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering a net worth and income compensation model that better aligns our fee with how we work with our clients. The model works well across various income and asset levels enabling us to serve people of all ages and generations, achieves a totally conflict free situation and can potentially reduce management fees to deliver greater value for our clients. The highlight of my career has been appearing in a feature article about retainer models on the cover of Financial Planner Magazine with my Moline partners.
Financial Literacy: A Tool for All Ages
December 13, 2024
While it may be true that “knowledge is power,” it’s still surprising how little knowledge most people have about money, saving, and investing. Recently a popular financial website gave a quiz on investing concepts, asking questions about very basic concepts like what stock ownership means, the definition of diversification, and the effects of compound interest. The average respondent was able to answer just under half of the questions correctly (48%).
